Winthrop Advisory Group’s Microvision MVIS Stock Holding History

Winthrop Advisory Group’s Portfolio MVIS Stock Details MVIS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-3,873	Closed	-$19K	–	238
2026 Q2	$19K	Buy	3,873 +1,131	+41%	+$9.33K	﹤0.01%	226
2026 Q1	$26.4K	Buy	2,742 +827	+43%	+$9.46K	﹤0.01%	195
2025 Q4	$23.8K	Buy	1,915 +727	+61%	+$11.6K	﹤0.01%	188
2025 Q3	$22.1K	Buy	+1,188	New	+$21.2K	﹤0.01%	191

Other funds holding MVIS

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

CIA

Cape Investment Advisory Mcdonough, Georgia $388M AUM 17.15% 1-Year Est. Return

Tradewinds Capital Management Bellingham, Washington $578M AUM 35.02% 1-Year Est. Return

Winthrop Advisory Group's MVIS Position: Q3 2026 in Review

Winthrop Advisory Group sold out of Microvision (MVIS) in Q3 2026, closing a stake of 3,873 shares — an estimated $19K sold.

Winthrop Advisory Group first reported a position in MVIS in Q3 2025 and held it in 4 quarters. The position peaked at $26.4K in Q1 2026. 7 funds tracked by Wall St. Rank hold MVIS as of Q3 2026.

Winthrop Advisory Group reported no remaining Microvision position as of Q3 2026 after selling out during the quarter.
Winthrop Advisory Group sold 3,873 Microvision shares in Q3 2026, an estimated $19K.
Winthrop Advisory Group first reported a position in Microvision in Q3 2025 and held it in 4 quarters.
Winthrop Advisory Group's Microvision position peaked at $26.4K in Q1 2026.
7 funds tracked by Wall St. Rank held Microvision as of Q3 2026.

Based on Winthrop Advisory Group's 13F filing for Q3 2026, filed 22 Oct 2026.