Laurel Oak Wealth Management’s Novavax NVAX Stock Holding History

Laurel Oak Wealth Management’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	$146K	Hold	15,540	–	–	0.02%	372
2026 Q1	$126K	Hold	15,540	–	–	0.02%	350
2025 Q4	$104K	Buy	+15,540	New	+$117K	0.02%	356

Other funds holding NVAX

SCM

Shah Capital Management Raleigh, North Carolina $605M AUM 43.69% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Sanofi Paris, France $534M AUM 205.96% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return

Laurel Oak Wealth Management's NVAX Position: Q2 2026 in Review

Laurel Oak Wealth Management held its Novavax (NVAX) position steady in Q2 2026 at 15,540 shares worth $146K. The position accounts for 0.02% of the portfolio, ranked #372.

Laurel Oak Wealth Management first reported a position in NVAX in Q4 2025 and has held it in 3 quarters since. 268 funds tracked by Wall St. Rank hold NVAX as of Q2 2026.

Laurel Oak Wealth Management held 15,540 shares of Novavax worth $146K as of Q2 2026.
Laurel Oak Wealth Management left its Novavax share count unchanged in Q2 2026.
Novavax made up 0.02% of Laurel Oak Wealth Management's portfolio in Q2 2026, its #372 holding.
Laurel Oak Wealth Management first reported a position in Novavax in Q4 2025 and has held it in 3 quarters since.
268 funds tracked by Wall St. Rank held Novavax as of Q2 2026.

Based on Laurel Oak Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.