Carson Wealth (CWM LLC)
MVST icon

Carson Wealth (CWM LLC)’s Microvast MVST Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$10.5K Buy
7,013
+7,012
+701,200% +$16.9K ﹤0.01% 4756
2025
Q4 		$0 Sell
1
-3
-75% -$13 ﹤0.01% 5538
2025
Q3 		$0 Buy
+4
New +$12 ﹤0.01% 5439
2025
Q2 		– Sell
-1,000
Closed -$1K – 5233
2025
Q1 		$1K Hold
1,000
– – ﹤0.01% 4948
2024
Q4 		$2K Hold
1,000
– – ﹤0.01% 4569
2024
Q3 		$0 Sell
1,000
-555
-36% -$185 ﹤0.01% 5029
2024
Q2 		$1K Buy
1,555
+1,519
+4,219% +$682 ﹤0.01% 4426
2024
Q1 		$0 Sell
36
-259
-88% -$231 ﹤0.01% 4583
2023
Q4 		$0 Buy
+295
New +$396 ﹤0.01% 4385
2023
Q2 		– Sell
-100
Closed – – 4365
2023
Q1 		$0 Buy
+100
New +$145 ﹤0.01% 4244

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
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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Carson Wealth (CWM LLC)'s MVST Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Microvast (MVST) stake by 701,200% in Q1 2026, buying an estimated $16.9K and bringing the position to 7,013 shares worth $10.5K. The position accounts for ﹤0.01% of the portfolio, ranked #4756.

Carson Wealth (CWM LLC) first reported a position in MVST in Q1 2023 and has held it in 10 quarters since. 173 funds tracked by Wall St. Rank hold MVST as of Q1 2026.

  • Carson Wealth (CWM LLC) held 7,013 shares of Microvast worth $10.5K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 7,012 Microvast shares in Q1 2026, an estimated $16.9K.
  • Microvast made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4756 holding.
  • Carson Wealth (CWM LLC) first reported a position in Microvast in Q1 2023 and has held it in 10 quarters since.
  • 173 funds tracked by Wall St. Rank held Microvast as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.