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Independent Financial Group’s Novavax NVAX Stock Holding History

Independent Financial Group’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 		$265K Hold
28,175
– – 0.01% 1316
2026
Q1 		$229K Buy
+28,175
New +$255K 0.01% 1311
2022
Q1 		– Sell
-1,470
Closed -$210K – 833
2021
Q4 		$210K Buy
+1,470
New +$253K 0.02% 715

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

Independent Financial Group's NVAX Position: Q2 2026 in Review

Independent Financial Group held its Novavax (NVAX) position steady in Q2 2026 at 28,175 shares worth $265K. The position accounts for 0.01% of the portfolio, ranked #1316.

Independent Financial Group first reported a position in NVAX in Q4 2021 and has held it in 3 quarters since. 266 funds tracked by Wall St. Rank hold NVAX as of Q2 2026.

  • Independent Financial Group held 28,175 shares of Novavax worth $265K as of Q2 2026.
  • Independent Financial Group left its Novavax share count unchanged in Q2 2026.
  • Novavax made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #1316 holding.
  • Independent Financial Group first reported a position in Novavax in Q4 2021 and has held it in 3 quarters since.
  • 266 funds tracked by Wall St. Rank held Novavax as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.