CA
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Clearstead Advisors’s Microvast MVST Stock Holding History

Clearstead Advisors’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 		$15 Hold
10
– – ﹤0.01% 2221
2025
Q4 		$28 Hold
10
– – ﹤0.01% 2663
2025
Q3 		$39 Hold
10
– – ﹤0.01% 2992
2025
Q2 		$37 Hold
10
– – ﹤0.01% 2690
2025
Q1 		$12 Hold
10
– – ﹤0.01% 2187
2024
Q4 		$21 Hold
10
– – ﹤0.01% 2081
2024
Q3 		$3 Hold
10
– – ﹤0.01% 2035
2024
Q2 		$5 Hold
10
– – ﹤0.01% 2020
2024
Q1 		$5 Hold
10
– – ﹤0.01% 1537
2023
Q4 		$14 Sell
10
-10
-50% -$13 ﹤0.01% 1510
2023
Q3 		$38 Buy
20
+10
+100% +$21 ﹤0.01% 1516
2023
Q2 		$16 Buy
+10
New +$14 ﹤0.01% 1367

Other funds holding MVST

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM