EWA
NVX

EverSource Wealth Advisors’s NOVONIX NVX Stock Holding History

EverSource Wealth Advisors’s Portfolio NVX Stock Details NVX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-469
Closed -$474 – 4473
2025
Q4 		$474 Sell
469
-441
-48% -$626 ﹤0.01% 3888
2025
Q3 		$1.17K Buy
+910
New +$1.19K ﹤0.01% 3721

Other funds holding NVX

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FACM
Forest Avenue Capital Management Miami, Florida $1.69B AUM 104.84% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
SP
SmartHarvest Portfolios Poulsbo, Washington $309M AUM
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return
VPIM
Vanguard Personalized Indexing Management Oakland, California $10.2B AUM 34.45% 1-Year Est. Return

EverSource Wealth Advisors's NVX Position: Q1 2026 in Review

EverSource Wealth Advisors sold out of NOVONIX (NVX) in Q1 2026, closing a stake of 469 shares — an estimated $474 sold.

EverSource Wealth Advisors first reported a position in NVX in Q3 2025 and held it in 2 quarters. The position peaked at $1.17K in Q3 2025. 32 funds tracked by Wall St. Rank hold NVX as of Q1 2026.

  • EverSource Wealth Advisors reported no remaining NOVONIX position as of Q1 2026 after selling out during the quarter.
  • EverSource Wealth Advisors sold 469 NOVONIX shares in Q1 2026, an estimated $474.
  • EverSource Wealth Advisors first reported a position in NOVONIX in Q3 2025 and held it in 2 quarters.
  • EverSource Wealth Advisors's NOVONIX position peaked at $1.17K in Q3 2025.
  • 32 funds tracked by Wall St. Rank held NOVONIX as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.