Polen Capital Management’s Microvast MVST Stock Holding History

Polen Capital Management’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
2025 Q4	–	Sell	-113,150	Closed	-$436K	–	266
2025 Q3	$436K	Buy	+113,150	New	+$354K	﹤0.01%	197

Other funds holding MVST

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Polen Capital Management's MVST Position: Q4 2025 in Review

Polen Capital Management sold out of Microvast (MVST) in Q4 2025, closing a stake of 113,150 shares — an estimated $436K sold.

Polen Capital Management first reported a position in MVST in Q3 2025 and held it in 1 quarter. The position peaked at $436K in Q3 2025. 173 funds tracked by Wall St. Rank hold MVST as of Q4 2025.

Polen Capital Management reported no remaining Microvast position as of Q4 2025 after selling out during the quarter.
Polen Capital Management sold 113,150 Microvast shares in Q4 2025, an estimated $436K.
Polen Capital Management first reported a position in Microvast in Q3 2025 and held it in 1 quarter.
Polen Capital Management's Microvast position peaked at $436K in Q3 2025.
173 funds tracked by Wall St. Rank held Microvast as of Q4 2025.

Based on Polen Capital Management's 13F filing for Q4 2025, filed 12 Feb 2026.