LPL Financial’s NOVONIX NVX Stock Holding History

LPL Financial’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	$5.34K	Hold	11,620	–	–	﹤0.01%	6187
2026 Q1	$8.02K	Buy	+11,620	New	+$11.3K	﹤0.01%	5935
2024 Q4	–	Sell	-12,495	Closed	-$23K	–	5401
2024 Q3	$23K	Buy	12,495 +800	+7%	+$1.33K	﹤0.01%	5069
2024 Q2	$20.9K	Buy	+11,695	New	+$26.1K	﹤0.01%	4932

Other funds holding NVX

GWM

GK Wealth Management Reno, Nevada $190M AUM 66.42% 1-Year Est. Return

EFN

Equita Financial Network Fort Washington, Pennsylvania $360M AUM 17.88% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

LPL Financial's NVX Position: Q2 2026 in Review

LPL Financial held its NOVONIX (NVX) position steady in Q2 2026 at 11,620 shares worth $5.34K. The position accounts for ﹤0.01% of the portfolio, ranked #6187.

LPL Financial first reported a position in NVX in Q2 2024 and has held it in 4 quarters since. The position peaked at $23K in Q3 2024. 5 funds tracked by Wall St. Rank hold NVX as of Q2 2026.

LPL Financial held 11,620 shares of NOVONIX worth $5.34K as of Q2 2026.
LPL Financial left its NOVONIX share count unchanged in Q2 2026.
NOVONIX made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #6187 holding.
LPL Financial first reported a position in NOVONIX in Q2 2024 and has held it in 4 quarters since.
LPL Financial's NOVONIX position peaked at $23K in Q3 2024.
5 funds tracked by Wall St. Rank held NOVONIX as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.