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 Q2	$102K	Buy	87,265 +69,657	+396%	+$107K	﹤0.01%	4038
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Creative Planning's MVST Position: Q2 2026 in Review

Creative Planning increased its Microvast (MVST) stake by 396% in Q2 2026, buying an estimated $107K and bringing the position to 87,265 shares worth $102K. The position accounts for ﹤0.01% of the portfolio, ranked #4038.

Creative Planning first reported a position in MVST in Q4 2020 and has held it in 13 quarters since. The position peaked at $467K in Q1 2021. 158 funds tracked by Wall St. Rank hold MVST as of Q2 2026.

Creative Planning held 87,265 shares of Microvast worth $102K as of Q2 2026.
Creative Planning bought 69,657 Microvast shares in Q2 2026, an estimated $107K.
Microvast made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #4038 holding.
Creative Planning first reported a position in Microvast in Q4 2020 and has held it in 13 quarters since.
Creative Planning's Microvast position peaked at $467K in Q1 2021.
158 funds tracked by Wall St. Rank held Microvast as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.