Creative Planning’s Microvast MVST Stock Holding History

Creative Planning’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	$26.4K	Sell	17,608 -7,889	-31%	-$19K	﹤0.01%	4034
2025 Q4	$71.4K	Sell	25,497 -320	-1%	-$1.34K	﹤0.01%	3759
2025 Q3	$99.4K	Buy	+25,817	New	+$80.7K	﹤0.01%	3672
2023 Q1	–	Sell	-10,000	Closed	-$15.3K	–	2722
2022 Q4	$15.3K	Sell	10,000 -1,000	-9%	-$2.04K	﹤0.01%	2328
2022 Q3	$20K	Hold	11,000	–	–	﹤0.01%	2184
2022 Q2	$24K	Buy	11,000 +1,000	+10%	+$4.29K	﹤0.01%	2122
2022 Q1	$67K	Sell	10,000 -670	-6%	-$4.36K	﹤0.01%	2032
2021 Q4	$60K	Sell	10,670 -10,050	-49%	-$79.4K	﹤0.01%	1986
2021 Q3	$170K	Buy	20,720 +650	+3%	+$6.81K	﹤0.01%	1887
2021 Q2	$274K	Sell	20,070 -17,872	-47%	-$212K	﹤0.01%	1612
2021 Q1	$467K	Buy	37,942 +25,500	+205%	+$416K	﹤0.01%	1485
2020 Q4	$213K	Buy	+12,442	New	+$149K	﹤0.01%	1852

Other funds holding MVST

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Creative Planning's MVST Position: Q1 2026 in Review

Creative Planning reduced its Microvast (MVST) stake by 31% in Q1 2026, selling an estimated $19K and leaving 17,608 shares worth $26.4K. The position accounts for ﹤0.01% of the portfolio, ranked #4034.

Creative Planning first reported a position in MVST in Q4 2020 and has held it in 12 quarters since. The position peaked at $467K in Q1 2021. 172 funds tracked by Wall St. Rank hold MVST as of Q1 2026.

Creative Planning held 17,608 shares of Microvast worth $26.4K as of Q1 2026.
Creative Planning sold 7,889 Microvast shares in Q1 2026, an estimated $19K.
Microvast made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #4034 holding.
Creative Planning first reported a position in Microvast in Q4 2020 and has held it in 12 quarters since.
Creative Planning's Microvast position peaked at $467K in Q1 2021.
172 funds tracked by Wall St. Rank held Microvast as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.