HBK Sorce Advisory’s NOVONIX NVX Stock Holding History

HBK Sorce Advisory’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	$16.9K	Buy	+24,015	New	+$23.3K	﹤0.01%	657

Other funds holding NVX

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

XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

SmartHarvest Portfolios Poulsbo, Washington $240M AUM

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

HBK Sorce Advisory's NVX Position: Q1 2026 in Review

HBK Sorce Advisory opened a new position in NOVONIX (NVX) in Q1 2026: 24,015 shares worth $16.9K. The stake represents ﹤0.01% of the portfolio and ranks #657 among its holdings.

32 funds tracked by Wall St. Rank hold NVX as of Q1 2026.

HBK Sorce Advisory held 24,015 shares of NOVONIX worth $16.9K as of Q1 2026.
NOVONIX was a new HBK Sorce Advisory position in Q1 2026.
NOVONIX made up ﹤0.01% of HBK Sorce Advisory's portfolio in Q1 2026, its #657 holding.
32 funds tracked by Wall St. Rank held NOVONIX as of Q1 2026.

Based on HBK Sorce Advisory's 13F filing for Q1 2026, filed 11 May 2026.