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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
Q2 		$4.71K Hold
500
– – ﹤0.01% 452
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 $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

Mark Sheptoff Financial Planning's NVAX Position: Q2 2026 in Review

Mark Sheptoff Financial Planning held its Novavax (NVAX) position steady in Q2 2026 at 500 shares worth $4.71K. The position accounts for ﹤0.01% of the portfolio, ranked #452.

Mark Sheptoff Financial Planning first reported a position in NVAX in Q3 2015 and has held it in 8 quarters since. 267 funds tracked by Wall St. Rank hold NVAX as of Q2 2026.

  • Mark Sheptoff Financial Planning held 500 shares of Novavax worth $4.71K as of Q2 2026.
  • Mark Sheptoff Financial Planning left its Novavax share count unchanged in Q2 2026.
  • Novavax made up ﹤0.01% of Mark Sheptoff Financial Planning's portfolio in Q2 2026, its #452 holding.
  • Mark Sheptoff Financial Planning first reported a position in Novavax in Q3 2015 and has held it in 8 quarters since.
  • 267 funds tracked by Wall St. Rank held Novavax as of Q2 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2026, filed 13 Aug 2026.