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Bell Investment Advisors’s Novavax NVAX Stock Holding History

Bell Investment Advisors’s Portfolio NVAX Stock Details NVAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-76
Closed -$659 – 1905
2025
Q3 		$659 Hold
76
– – ﹤0.01% 1672
2025
Q2 		$479 Buy
+76
New +$503 ﹤0.01% 1773
2023
Q1 		– Sell
-28
Closed -$288 – 1963
2022
Q4 		$288 Sell
28
-10
-26% -$176 ﹤0.01% 1925
2022
Q3 		$1K Buy
38
+29
+322% +$1.26K ﹤0.01% 1499
2022
Q2 		$0 Buy
+9
New +$466 ﹤0.01% 1795
2021
Q4 		$3K Buy
23
+11
+92% +$1.89K ﹤0.01% 1013
2021
Q3 		$2K Buy
+12
New +$2.65K ﹤0.01% 1116

Other funds holding NVAX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SCM
Shah Capital Management Raleigh, North Carolina $605M AUM 43.69% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
S
Sanofi Paris, France $534M AUM 205.96% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bell Investment Advisors's NVAX Position: Q4 2025 in Review

Bell Investment Advisors sold out of Novavax (NVAX) in Q4 2025, closing a stake of 76 shares — an estimated $659 sold.

Bell Investment Advisors first reported a position in NVAX in Q3 2021 and held it in 7 quarters. The position peaked at $3K in Q4 2021. 235 funds tracked by Wall St. Rank hold NVAX as of Q4 2025.

  • Bell Investment Advisors reported no remaining Novavax position as of Q4 2025 after selling out during the quarter.
  • Bell Investment Advisors sold 76 Novavax shares in Q4 2025, an estimated $659.
  • Bell Investment Advisors first reported a position in Novavax in Q3 2021 and held it in 7 quarters.
  • Bell Investment Advisors's Novavax position peaked at $3K in Q4 2021.
  • 235 funds tracked by Wall St. Rank held Novavax as of Q4 2025.

Based on Bell Investment Advisors's 13F filing for Q4 2025, filed 24 Feb 2026.