Arax Advisory Partners MVIS — MICROVISION INC DEL

Ownership history in Arax Advisory Partners  ·  8 quarters on record

AI Ownership Summary

Arax Advisory Partners reported MICROVISION INC DEL (MVIS) in 8 quarterly 13F filings from 2024 Q4 through 2026 Q3. The latest visible filing shows MVIS at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this MVIS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Arax Advisory Partners's position in MICROVISION INC DEL, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

MVIS was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

MVIS stock page Arax Advisory Partners fund profile Arax Advisory Partners full holdings
How Arax Advisory Partners held MVIS — position size vs. price
% of Fund (quarterly)    MVIS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 REDUCED — — — 200,031 -23,290 -10.4% 0.00% $73K 2026-11-12 $1.09
2026 Q2 ADDED — — — 223,321 +103,085 +85.7% 0.00% $73K 2026-08-10 $3.72
2026 Q1 ADDED — — — 120,236 +30,145 +33.5% 0.00% $77K 2026-05-13 $11.40
2025 Q4 ADDED — — — 90,091 +39,881 +79.4% 0.00% $75K 2026-02-13 $11.25
2025 Q3 ADDED — — — 50,210 +210 +0.4% 0.00% $62K 2025-11-14 $13.80
2025 Q2 UNCHANGED — — — 50,000 — 0% 0.00% $57K 2025-08-12 $16.95
2025 Q1 UNCHANGED — — — 50,000 — 0% 0.00% $62K 2025-05-15 $16.05
2024 Q4 INITIATED — — — 50,000 — — 0.00% $66K 2025-02-05 $22.95

🏢 Other funds also holding MVIS

As of 2026 Q3 — sorted by position size

MCF Advisors LLC 3Y 7Y 0.01% Birchwood Financial Partners, Inc. 0.0% HighPoint Advisor Group LLC 3Y 7Y 0.0% COLDSTREAM CAPITAL MANAGEMENT INC 3Y 7Y 0.0% Fortitude Family Office, LLC 0.0% PEAK6 LLC 0.0% Private Advisor Group, LLC 3Y 7Y 0.0% Jacobi Capital Management LLC 3Y 7Y 0.0% UBS Group AG 3Y 7Y 0.0% SBI Securities Co., Ltd. 0.0%

FAQ About Arax Advisory Partners and MVIS

These are the practical questions this page is built to answer before you even open the full history table.

How long has Arax Advisory Partners reported owning MVIS?

Arax Advisory Partners reported MVIS across 8 quarterly 13F filings, from 2024 Q4 through 2026 Q3.

What was the largest reported MVIS position in Arax Advisory Partners's portfolio?

The largest reported portfolio weight for MVIS was 0.00% in 2024 Q4.

What is the latest reported MVIS position on this page?

The most recent filing on this page is 2026 Q3, when Arax Advisory Partners reported 200,031 shares, equal to 0.00% of portfolio, with an estimated market value of $73K.

What does the chart on this MVIS ownership page compare?

The chart compares Arax Advisory Partners's quarterly MVIS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Arax Advisory Partners time their MVIS position?

Based on 13F filing dates vs. subsequent MVIS price moves, Arax Advisory Partners correctly timed 1 out of 5 reported position changes (20%). The annualised alpha on MVIS relative to SPY over the holding period was -47.5%.

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