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Cornerstone Planning Group’s Novavax NVAX Stock Holding History

Cornerstone Planning Group’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
2026
Q1 		– Sell
-2
Closed -$18 – 1884
2025
Q4 		$18 Sell
2
-1,171
-100% -$8.83K ﹤0.01% 1695
2025
Q3 		$58.7K Buy
1,173
+1,171
+58,550% +$9.11K 0.01% 302
2025
Q2 		$13 Hold
2
– – ﹤0.01% 1515
2025
Q1 		$15 Hold
2
– – ﹤0.01% 1534
2024
Q4 		$19 Hold
2
– – ﹤0.01% 1379
2024
Q3 		$20 Hold
2
– – ﹤0.01% 1280
2024
Q2 		$23 Hold
2
– – ﹤0.01% 1231
2024
Q1 		$10 Hold
2
– – ﹤0.01% 1087
2023
Q4 		$10 Sell
2
-50
-96% -$306 ﹤0.01% 948
2023
Q3 		$376 Buy
52
+2
+4% +$16 ﹤0.01% 939
2023
Q2 		$372 Buy
+50
New +$393 ﹤0.01% 1483
2022
Q4 		$581 Buy
+50
New +$882 ﹤0.01% 1436

Other funds holding NVAX

SCM
Shah Capital Management Raleigh, North Carolina $521M AUM 46.95% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
S
Sanofi Paris, France $534M AUM 205.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cornerstone Planning Group's NVAX Position: Q1 2026 in Review

Cornerstone Planning Group sold out of Novavax (NVAX) in Q1 2026, closing a stake of 2 shares — an estimated $18 sold.

Cornerstone Planning Group first reported a position in NVAX in Q4 2022 and held it in 12 quarters. The position peaked at $58.7K in Q3 2025. 258 funds tracked by Wall St. Rank hold NVAX as of Q1 2026.

  • Cornerstone Planning Group reported no remaining Novavax position as of Q1 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 2 Novavax shares in Q1 2026, an estimated $18.
  • Cornerstone Planning Group first reported a position in Novavax in Q4 2022 and held it in 12 quarters.
  • Cornerstone Planning Group's Novavax position peaked at $58.7K in Q3 2025.
  • 258 funds tracked by Wall St. Rank held Novavax as of Q1 2026.

Based on Cornerstone Planning Group's 13F filing for Q1 2026, filed 6 May 2026.