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Wealthspire Advisors (New York)’s Vuzix VUZI Stock Holding History

Wealthspire Advisors (New York)’s Portfolio VUZI Stock Details VUZI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-750
Closed -$2.35K – 2869
2025
Q3 		$2.35K Buy
+750
New +$1.77K ﹤0.01% 2566

Other funds holding VUZI

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
ACA
Apis Capital Advisors New York $648M AUM 302.67% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wealthspire Advisors (New York)'s VUZI Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Vuzix (VUZI) in Q4 2025, closing a stake of 750 shares — an estimated $2.35K sold.

Wealthspire Advisors (New York) first reported a position in VUZI in Q3 2025 and held it in 1 quarter. The position peaked at $2.35K in Q3 2025. 103 funds tracked by Wall St. Rank hold VUZI as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Vuzix position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 750 Vuzix shares in Q4 2025, an estimated $2.35K.
  • Wealthspire Advisors (New York) first reported a position in Vuzix in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Vuzix position peaked at $2.35K in Q3 2025.
  • 103 funds tracked by Wall St. Rank held Vuzix as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.