Creative Planning
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Creative Planning’s Novavax NVAX Stock Holding History

Creative Planning’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
2023
Q3 		– Sell
-10,200
Closed -$1.09K – 2991
2023
Q2 		$1.09K Buy
+10,200
New +$80.2K ﹤0.01% 2610
2017
Q1 		– Sell
-3,625
Closed -$4K – 4838
2016
Q4 		$4K Hold
3,625
– – ﹤0.01% 4055
2016
Q3 		$11K Buy
3,625
+1,125
+45% +$145K ﹤0.01% 3457
2016
Q2 		$117K Hold
2,500
– – ﹤0.01% 1569
2016
Q1 		$62K Buy
2,500
+1,215
+95% +$130K ﹤0.01% 1941
2015
Q4 		$82K Buy
1,285
+1,250
+3,571% +$192K ﹤0.01% 1755
2015
Q3 		$1K Buy
+35
New +$7.85K ﹤0.01% 4121

Other funds holding NVAX

SCM
Shah Capital Management Raleigh, North Carolina $521M AUM 46.95% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $336M AUM 126.85% 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

Creative Planning's NVAX Position: Q1 2026 in Review

Creative Planning increased its Novavax (NVAX) stake by 7.1% in Q1 2026, buying an estimated $40.5K and bringing the position to 67,202 shares worth $547K. The position accounts for ﹤0.01% of the portfolio, ranked #2967.

Creative Planning first reported a position in NVAX in Q2 2013 and has held it in 51 quarters since. The position peaked at $27.3M in Q1 2021. 257 funds tracked by Wall St. Rank hold NVAX as of Q1 2026.

  • Creative Planning held 67,202 shares of Novavax worth $547K as of Q1 2026.
  • Creative Planning bought 4,473 Novavax shares in Q1 2026, an estimated $40.5K.
  • Novavax made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2967 holding.
  • Creative Planning first reported a position in Novavax in Q2 2013 and has held it in 51 quarters since.
  • Creative Planning's Novavax position peaked at $27.3M in Q1 2021.
  • 257 funds tracked by Wall St. Rank held Novavax as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.