SIS
MVST icon

Sound Income Strategies’s Microvast MVST Stock Holding History

Sound Income Strategies’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 		– Sell
-600
Closed -$876 – 1681
2026
Q1 		$876 Hold
600
– – ﹤0.01% 2334
2025
Q4 		$1.79K Buy
+600
New +$2.51K ﹤0.01% 2162

Other funds holding MVST

SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
TWCA
Two West Capital Advisors Overland Park, Kansas $201M AUM 16.71% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Sound Income Strategies's MVST Position: Q2 2026 in Review

Sound Income Strategies sold out of Microvast (MVST) in Q2 2026, closing a stake of 600 shares — an estimated $876 sold.

Sound Income Strategies first reported a position in MVST in Q4 2025 and held it in 2 quarters. The position peaked at $1.79K in Q4 2025. 19 funds tracked by Wall St. Rank hold MVST as of Q2 2026.

  • Sound Income Strategies reported no remaining Microvast position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 600 Microvast shares in Q2 2026, an estimated $876.
  • Sound Income Strategies first reported a position in Microvast in Q4 2025 and held it in 2 quarters.
  • Sound Income Strategies's Microvast position peaked at $1.79K in Q4 2025.
  • 19 funds tracked by Wall St. Rank held Microvast as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.