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EverSource Wealth Advisors’s Novavax NVAX Stock Holding History

EverSource Wealth 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
2026
Q2 		$12K Buy
1,273
+920
+261% +$8.24K ﹤0.01% 2796
2026
Q1 		$2.87K Buy
353
+53
+18% +$480 ﹤0.01% 3506
2025
Q4 		$2.02K Sell
300
-21
-7% -$158 ﹤0.01% 3496
2025
Q3 		$2.78K Buy
321
+21
+7% +$163 ﹤0.01% 3403
2025
Q2 		$1.89K Buy
+300
New +$1.99K ﹤0.01% 3526
2025
Q1 		– Sell
-73
Closed -$587 – 4128
2024
Q4 		$587 Buy
73
+43
+143% +$415 ﹤0.01% 3127
2024
Q3 		$379 Sell
30
-32
-52% -$413 ﹤0.01% 2911
2024
Q2 		$794 Buy
62
+2
+3% +$20 ﹤0.01% 2786
2024
Q1 		$260 Hold
60
– – ﹤0.01% 2785
2023
Q4 		$288 Sell
60
-40
-40% -$245 ﹤0.01% 2574
2023
Q3 		$724 Hold
100
– – ﹤0.01% 2320
2023
Q2 		$743 Buy
+100
New +$786 ﹤0.01% 2286
2022
Q4 		– Sell
-339
Closed -$6K – 2385
2022
Q3 		$6K Buy
+339
New +$14.7K ﹤0.01% 1304
2022
Q2 		– Sell
-17
Closed -$1K – 1836
2022
Q1 		$1K Hold
17
– – ﹤0.01% 1654
2021
Q4 		$2K Buy
+17
New +$2.92K ﹤0.01% 1588

Other funds holding NVAX

SCM
Shah Capital Management Raleigh, North Carolina $526M AUM 46.41% 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
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

EverSource Wealth Advisors's NVAX Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Novavax (NVAX) stake by 261% in Q2 2026, buying an estimated $8.24K and bringing the position to 1,273 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #2796.

EverSource Wealth Advisors first reported a position in NVAX in Q4 2021 and has held it in 15 quarters since. 266 funds tracked by Wall St. Rank hold NVAX as of Q2 2026.

  • EverSource Wealth Advisors held 1,273 shares of Novavax worth $12K as of Q2 2026.
  • EverSource Wealth Advisors bought 920 Novavax shares in Q2 2026, an estimated $8.24K.
  • Novavax made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2796 holding.
  • EverSource Wealth Advisors first reported a position in Novavax in Q4 2021 and has held it in 15 quarters since.
  • 266 funds tracked by Wall St. Rank held Novavax as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.