LPL Financial
MVST icon

LPL Financial’s Microvast MVST Stock Holding History

LPL Financial’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 		$382K Sell
254,881
-108,288
-30% -$261K ﹤0.01% 5008
2025
Q4 		$1.02M Buy
363,169
+23,262
+7% +$97.2K ﹤0.01% 4057
2025
Q3 		$1.31M Buy
339,907
+26,736
+9% +$83.5K ﹤0.01% 3742
2025
Q2 		$1.14M Buy
313,171
+40,616
+15% +$119K ﹤0.01% 3635
2025
Q1 		$319K Buy
272,555
+100
+0% +$174 ﹤0.01% 4533
2024
Q4 		$564K Buy
272,455
+231,109
+559% +$171K ﹤0.01% 3998
2024
Q3 		$10.3K Buy
41,346
+11,250
+37% +$3.76K ﹤0.01% 5127
2024
Q2 		$13.7K Buy
30,096
+1,000
+3% +$449 ﹤0.01% 4955
2024
Q1 		$24.4K Sell
29,096
-9,100
-24% -$8.12K ﹤0.01% 4829
2023
Q4 		$53.5K Buy
38,196
+4,772
+14% +$6.4K ﹤0.01% 4645
2023
Q3 		$63.2K Buy
33,424
+900
+3% +$1.93K ﹤0.01% 4487
2023
Q2 		$52K Buy
32,524
+775
+2% +$1.1K ﹤0.01% 4418
2023
Q1 		$39.4K Buy
31,749
+263
+0.8% +$382 ﹤0.01% 4343
2022
Q4 		$48.2K Buy
31,486
+725
+2% +$1.48K ﹤0.01% 4264
2022
Q3 		$56K Buy
30,761
+2,849
+10% +$6.81K ﹤0.01% 4218
2022
Q2 		$62K Buy
+27,912
New +$120K ﹤0.01% 4207
2022
Q1 		– Sell
-11,360
Closed -$64K – 4330
2021
Q4 		$64K Buy
+11,360
New +$89.7K ﹤0.01% 4201
2021
Q1 		– Sell
-40,415
Closed -$691K – 4131
2020
Q4 		$691K Buy
+40,415
New +$484K ﹤0.01% 2479

Other funds holding MVST

BlackRock
BlackRock New York $5.72T 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 $871B AUM 31.28% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B 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 $124B AUM 33.93% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

LPL Financial's MVST Position: Q1 2026 in Review

LPL Financial reduced its Microvast (MVST) stake by 30% in Q1 2026, selling an estimated $261K and leaving 254,881 shares worth $382K. The position accounts for ﹤0.01% of the portfolio, ranked #5008.

LPL Financial first reported a position in MVST in Q4 2020 and has held it in 18 quarters since. The position peaked at $1.31M in Q3 2025. 172 funds tracked by Wall St. Rank hold MVST as of Q1 2026.

  • LPL Financial held 254,881 shares of Microvast worth $382K as of Q1 2026.
  • LPL Financial sold 108,288 Microvast shares in Q1 2026, an estimated $261K.
  • Microvast made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #5008 holding.
  • LPL Financial first reported a position in Microvast in Q4 2020 and has held it in 18 quarters since.
  • LPL Financial's Microvast position peaked at $1.31M in Q3 2025.
  • 172 funds tracked by Wall St. Rank held Microvast as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.