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Marshall Investment Management’s Novavax NVAX Stock Holding History

Marshall Investment 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
2025
Q2 		– Sell
-23
Closed -$147 – 159
2025
Q1 		$147 Buy
+23
New +$190 ﹤0.01% 245

Other funds holding NVAX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SCM
Shah Capital Management Raleigh, North Carolina $521M AUM 46.95% 1-Year Est. Return
S
Sanofi Paris, France $336M AUM 126.85% 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
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Marshall Investment Management's NVAX Position: Q2 2025 in Review

Marshall Investment Management sold out of Novavax (NVAX) in Q2 2025, closing a stake of 23 shares — an estimated $147 sold.

Marshall Investment Management first reported a position in NVAX in Q1 2025 and held it in 1 quarter. The position peaked at $147 in Q1 2025. 250 funds tracked by Wall St. Rank hold NVAX as of Q2 2025.

  • Marshall Investment Management reported no remaining Novavax position as of Q2 2025 after selling out during the quarter.
  • Marshall Investment Management sold 23 Novavax shares in Q2 2025, an estimated $147.
  • Marshall Investment Management first reported a position in Novavax in Q1 2025 and held it in 1 quarter.
  • Marshall Investment Management's Novavax position peaked at $147 in Q1 2025.
  • 250 funds tracked by Wall St. Rank held Novavax as of Q2 2025.

Based on Marshall Investment Management's 13F filing for Q2 2025, filed 14 Aug 2025.