EverSource Wealth Advisors’s Microvast MVST Stock Holding History

EverSource Wealth 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 Q2	$17.8K	Buy	15,222 +926	+6%	+$1.43K	﹤0.01%	2522
2026 Q1	$21.4K	Buy	14,296 +704	+5%	+$1.7K	﹤0.01%	2463
2025 Q4	$38.1K	Sell	13,592 -10,000	-42%	-$41.8K	﹤0.01%	1942
2025 Q3	$90.8K	Sell	23,592 -8,000	-25%	-$25K	﹤0.01%	1338
2025 Q2	$115K	Sell	31,592 -2,400	-7%	-$7.02K	0.01%	1131
2025 Q1	$39.8K	Sell	33,992 -4,600	-12%	-$8K	﹤0.01%	1348
2024 Q4	$79.9K	Hold	38,592	–	–	﹤0.01%	985
2024 Q3	$9.63K	Hold	38,592	–	–	﹤0.01%	1888
2024 Q2	$15.1K	Buy	38,592 +1,000	+3%	+$449	﹤0.01%	1646
2024 Q1	$14.7K	Buy	37,592 +9,500	+34%	+$8.48K	﹤0.01%	1509
2023 Q4	$39.3K	Buy	28,092 +10,000	+55%	+$13.4K	﹤0.01%	992
2023 Q3	$34.2K	Buy	18,092 +2,717	+18%	+$5.82K	﹤0.01%	947
2023 Q2	$24.6K	Buy	15,375 +7,500	+95%	+$10.7K	﹤0.01%	1067
2023 Q1	$9.77K	Buy	+7,875	New	+$11.4K	﹤0.01%	1371

Other funds holding MVST

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

PAM

Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

CIAM

Caitong International Asset Management Hong Kong $729M AUM 1,176.98% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

IEFM

IQ EQ Fund Management Dublin 2, Ireland $1.57B AUM 40.42% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

EverSource Wealth Advisors's MVST Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Microvast (MVST) stake by 6.5% in Q2 2026, buying an estimated $1.43K and bringing the position to 15,222 shares worth $17.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2522.

EverSource Wealth Advisors first reported a position in MVST in Q1 2023 and has held it in 14 quarters since. The position peaked at $115K in Q2 2025. 41 funds tracked by Wall St. Rank hold MVST as of Q2 2026.

EverSource Wealth Advisors held 15,222 shares of Microvast worth $17.8K as of Q2 2026.
EverSource Wealth Advisors bought 926 Microvast shares in Q2 2026, an estimated $1.43K.
Microvast made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2522 holding.
EverSource Wealth Advisors first reported a position in Microvast in Q1 2023 and has held it in 14 quarters since.
EverSource Wealth Advisors's Microvast position peaked at $115K in Q2 2025.
41 funds tracked by Wall St. Rank held Microvast as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.