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Mark Sheptoff Financial Planning’s Novavax NVAX Stock Holding History

Mark Sheptoff Financial Planning’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
Q1 		$4.05K Buy
500
+200
+67% +$1.81K ﹤0.01% 454
2025
Q4 		$2.02K Hold
300
– – ﹤0.01% 476
2025
Q3 		$2.6K Buy
+300
New +$2.33K ﹤0.01% 443
2016
Q3 		– Sell
-5
Closed -$1K – 365
2016
Q2 		$1K Hold
5
– – ﹤0.01% 332
2016
Q1 		$1K Hold
5
– – ﹤0.01% 334
2015
Q4 		$1K Hold
5
– – ﹤0.01% 360
2015
Q3 		$1K Buy
+5
New +$1.12K ﹤0.01% 377

Other funds holding NVAX

SCM
Shah Capital Management Raleigh, North Carolina $521M AUM 46.95% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
S
Sanofi Paris, France $336M AUM 126.85% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mark Sheptoff Financial Planning's NVAX Position: Q1 2026 in Review

Mark Sheptoff Financial Planning increased its Novavax (NVAX) stake by 67% in Q1 2026, buying an estimated $1.81K and bringing the position to 500 shares worth $4.05K. The position accounts for ﹤0.01% of the portfolio, ranked #454.

Mark Sheptoff Financial Planning first reported a position in NVAX in Q3 2015 and has held it in 7 quarters since. 257 funds tracked by Wall St. Rank hold NVAX as of Q1 2026.

  • Mark Sheptoff Financial Planning held 500 shares of Novavax worth $4.05K as of Q1 2026.
  • Mark Sheptoff Financial Planning bought 200 Novavax shares in Q1 2026, an estimated $1.81K.
  • Novavax made up ﹤0.01% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #454 holding.
  • Mark Sheptoff Financial Planning first reported a position in Novavax in Q3 2015 and has held it in 7 quarters since.
  • 257 funds tracked by Wall St. Rank held Novavax as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.