FACM
NVX

Forest Avenue Capital Management’s NOVONIX NVX Stock Holding History

Forest Avenue Capital Management’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
Q2 		$547K Sell
118,977
-963
-0.8% -$6.41K 0.02% 24
2026
Q1 		$828K Buy
+119,940
New +$1.17M 0.05% 26

Other funds holding NVX

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $7.72B AUM 32.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VF
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return
Vanguard Personalized Indexing Management
Vanguard Personalized Indexing Management Oakland, California $12.2B AUM 47.93% 1-Year Est. Return
SAA
Southeast Asset Advisors Thomasville, Georgia $984M AUM 34.75% 1-Year Est. Return

Forest Avenue Capital Management's NVX Position: Q2 2026 in Review

Forest Avenue Capital Management reduced its NOVONIX (NVX) stake by 0.8% in Q2 2026, selling an estimated $6.41K and leaving 118,977 shares worth $547K. The position accounts for 0.02% of the portfolio, ranked #24.

Forest Avenue Capital Management first reported a position in NVX in Q1 2026 and has held it in 2 quarters since. The position peaked at $828K in Q1 2026. 25 funds tracked by Wall St. Rank hold NVX as of Q2 2026.

  • Forest Avenue Capital Management held 118,977 shares of NOVONIX worth $547K as of Q2 2026.
  • Forest Avenue Capital Management sold 963 NOVONIX shares in Q2 2026, an estimated $6.41K.
  • NOVONIX made up 0.02% of Forest Avenue Capital Management's portfolio in Q2 2026, its #24 holding.
  • Forest Avenue Capital Management first reported a position in NOVONIX in Q1 2026 and has held it in 2 quarters since.
  • Forest Avenue Capital Management's NOVONIX position peaked at $828K in Q1 2026.
  • 25 funds tracked by Wall St. Rank held NOVONIX as of Q2 2026.

Based on Forest Avenue Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.