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Blue Bell Private Wealth Management’s Microvast MVST Stock Holding History

Blue Bell Private Wealth Management’s Portfolio MVST Stock Details MVST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-125,493
Closed -$188K – 745
2026
Q1 		$188K Sell
125,493
-12,110
-9% -$29.2K 0.03% 276
2025
Q4 		$385K Sell
137,603
-6,926
-5% -$28.9K 0.06% 187
2025
Q3 		$556K Buy
144,529
+143,572
+15,002% +$449K 0.08% 143
2025
Q2 		$3.47K Buy
+957
New +$2.8K ﹤0.01% 603

Other funds holding MVST

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Blue Bell Private Wealth Management's MVST Position: Q2 2026 in Review

Blue Bell Private Wealth Management sold out of Microvast (MVST) in Q2 2026, closing a stake of 125,493 shares — an estimated $188K sold.

Blue Bell Private Wealth Management first reported a position in MVST in Q2 2025 and held it in 4 quarters. The position peaked at $556K in Q3 2025. 158 funds tracked by Wall St. Rank hold MVST as of Q2 2026.

  • Blue Bell Private Wealth Management reported no remaining Microvast position as of Q2 2026 after selling out during the quarter.
  • Blue Bell Private Wealth Management sold 125,493 Microvast shares in Q2 2026, an estimated $188K.
  • Blue Bell Private Wealth Management first reported a position in Microvast in Q2 2025 and held it in 4 quarters.
  • Blue Bell Private Wealth Management's Microvast position peaked at $556K in Q3 2025.
  • 158 funds tracked by Wall St. Rank held Microvast as of Q2 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.