Morgan Stanley
NVX

Morgan Stanley’s NOVONIX NVX Stock Holding History

Morgan Stanley’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
Q1 		$49.7K Sell
72,038
-530,852
-88% -$516K ﹤0.01% 6424
2025
Q4 		$609K Buy
602,890
+474,959
+371% +$674K ﹤0.01% 5412
2025
Q3 		$164K Buy
+127,931
New +$167K ﹤0.01% 5965
2025
Q1 		– Sell
-9,800
Closed -$17.6K – 8181
2024
Q4 		$17.6K Buy
+9,800
New +$19K ﹤0.01% 6607
2024
Q1 		– Sell
-5,600
Closed -$10.9K – 7926
2023
Q4 		$10.9K Buy
5,600
+5,550
+11,100% +$10.4K ﹤0.01% 6820
2023
Q3 		$107 Sell
50
-941
-95% -$2.35K ﹤0.01% 7440
2023
Q2 		$2.63K Buy
991
+841
+561% +$2.35K ﹤0.01% 7135
2023
Q1 		$540 Sell
150
-1,483
-91% -$6.5K ﹤0.01% 7419
2022
Q4 		$6.7K Buy
1,633
+1,519
+1,332% +$8.74K ﹤0.01% 7073
2022
Q3 		$0 Sell
114
-636
-85% -$4.24K ﹤0.01% 7821
2022
Q2 		$5K Buy
750
+700
+1,400% +$8.68K ﹤0.01% 7404
2022
Q1 		$1K Buy
+50
New +$825 ﹤0.01% 7856

Other funds holding NVX

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FACM
Forest Avenue Capital Management Miami, Florida $1.69B AUM 104.84% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
SP
SmartHarvest Portfolios Poulsbo, Washington $309M AUM
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return
VPIM
Vanguard Personalized Indexing Management Oakland, California $10.2B AUM 34.45% 1-Year Est. Return

Morgan Stanley's NVX Position: Q1 2026 in Review

Morgan Stanley reduced its NOVONIX (NVX) stake by 88% in Q1 2026, selling an estimated $516K and leaving 72,038 shares worth $49.7K. The position accounts for ﹤0.01% of the portfolio, ranked #6424.

Morgan Stanley first reported a position in NVX in Q1 2022 and has held it in 12 quarters since. The position peaked at $609K in Q4 2025. 32 funds tracked by Wall St. Rank hold NVX as of Q1 2026.

  • Morgan Stanley held 72,038 shares of NOVONIX worth $49.7K as of Q1 2026.
  • Morgan Stanley sold 530,852 NOVONIX shares in Q1 2026, an estimated $516K.
  • NOVONIX made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #6424 holding.
  • Morgan Stanley first reported a position in NOVONIX in Q1 2022 and has held it in 12 quarters since.
  • Morgan Stanley's NOVONIX position peaked at $609K in Q4 2025.
  • 32 funds tracked by Wall St. Rank held NOVONIX as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.