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 $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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return

Creative Planning's NVAX Position: Q2 2026 in Review

Creative Planning increased its Novavax (NVAX) stake by 26% in Q2 2026, buying an estimated $156K and bringing the position to 84,579 shares worth $797K. The position accounts for ﹤0.01% of the portfolio, ranked #2837.

Creative Planning first reported a position in NVAX in Q2 2013 and has held it in 52 quarters since. The position peaked at $27.3M in Q1 2021. 268 funds tracked by Wall St. Rank hold NVAX as of Q2 2026.

  • Creative Planning held 84,579 shares of Novavax worth $797K as of Q2 2026.
  • Creative Planning bought 17,377 Novavax shares in Q2 2026, an estimated $156K.
  • Novavax made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2837 holding.
  • Creative Planning first reported a position in Novavax in Q2 2013 and has held it in 52 quarters since.
  • Creative Planning's Novavax position peaked at $27.3M in Q1 2021.
  • 268 funds tracked by Wall St. Rank held Novavax as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.