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 Q3	–	Sell	-1,162	Closed	-$5.34K	–	6421
2026 Q2	$5.34K	Hold	1,162	–	–	﹤0.01%	6187
2026 Q1	$8.02K	Buy	+1,162	New	+$11.3K	﹤0.01%	5935
2024 Q4	–	Sell	-1,250	Closed	-$23K	–	5401
2024 Q3	$23K	Buy	1,250 +80	+7%	+$1.33K	﹤0.01%	5069
2024 Q2	$20.9K	Buy	+1,170	New	+$26.1K	﹤0.01%	4932

Other funds holding NVX

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

Simplex Trading Chicago, Illinois $184B AUM 51.71% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

RhumbLine Advisers Boston, Massachusetts $134B AUM 35.21% 1-Year Est. Return

LPL Financial's NVX Position: Q3 2026 in Review

LPL Financial sold out of NOVONIX (NVX) in Q3 2026, closing a stake of 1,162 shares — an estimated $5.34K sold.

LPL Financial first reported a position in NVX in Q2 2024 and held it in 4 quarters. The position peaked at $23K in Q3 2024. 7 funds tracked by Wall St. Rank hold NVX as of Q3 2026.

LPL Financial reported no remaining NOVONIX position as of Q3 2026 after selling out during the quarter.
LPL Financial sold 1,162 NOVONIX shares in Q3 2026, an estimated $5.34K.
LPL Financial first reported a position in NOVONIX in Q2 2024 and held it in 4 quarters.
LPL Financial's NOVONIX position peaked at $23K in Q3 2024.
7 funds tracked by Wall St. Rank held NOVONIX as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.