SWA
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Sax Wealth Advisors’s Microvast MVST Stock Holding History

Sax 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
Q3 		$6.8K Buy
+10,644
New +$8.59K ﹤0.01% 749

Other funds holding MVST

AP
Anchyra Partners Atlanta, Georgia $477M AUM 34.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
HPBT
Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Sax Wealth Advisors's MVST Position: Q3 2026 in Review

Sax Wealth Advisors opened a new position in Microvast (MVST) in Q3 2026: 10,644 shares worth $6.8K. The stake represents ﹤0.01% of the portfolio and ranks #749 among its holdings.

6 funds tracked by Wall St. Rank hold MVST as of Q3 2026.

  • Sax Wealth Advisors held 10,644 shares of Microvast worth $6.8K as of Q3 2026.
  • Microvast was a new Sax Wealth Advisors position in Q3 2026.
  • Microvast made up ﹤0.01% of Sax Wealth Advisors's portfolio in Q3 2026, its #749 holding.
  • 6 funds tracked by Wall St. Rank held Microvast as of Q3 2026.

Based on Sax Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.