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
Q2 		$29.1K Sell
6,319
-885
-12% -$5.89K ﹤0.01% 6695
2026
Q1 		$49.7K Sell
7,204
-53,085
-88% -$516K ﹤0.01% 6424
2025
Q4 		$609K Buy
60,289
+47,496
+371% +$674K ﹤0.01% 5412
2025
Q3 		$164K Buy
+12,793
New +$167K ﹤0.01% 5965
2025
Q1 		– Sell
-980
Closed -$17.6K – 8181
2024
Q4 		$17.6K Buy
+980
New +$19K ﹤0.01% 6607
2024
Q1 		– Sell
-280
Closed -$5.43K – 7924
2023
Q4 		$5.43K Buy
280
+275
+5,500% +$5.15K ﹤0.01% 6820
2023
Q3 		$107 Sell
5
-94
-95% -$2.35K ﹤0.01% 7440
2023
Q2 		$2.63K Buy
99
+84
+560% +$2.34K ﹤0.01% 7135
2023
Q1 		$540 Sell
15
-148
-91% -$6.49K ﹤0.01% 7419
2022
Q4 		$6.7K Buy
163
+152
+1,382% +$8.75K ﹤0.01% 7073
2022
Q3 		$0 Sell
11
-64
-85% -$4.27K ﹤0.01% 7821
2022
Q2 		$5K Buy
75
+70
+1,400% +$8.68K ﹤0.01% 7404
2022
Q1 		$1K Buy
+5
New +$825 ﹤0.01% 7856

Other funds holding NVX

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
FACM
Forest Avenue Capital Management Miami, Florida $2.38B AUM 88.67% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $7.72B AUM 32.88% 1-Year Est. Return
VF
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return
Vanguard Personalized Indexing Management
Vanguard Personalized Indexing Management Oakland, California $12.2B AUM 47.93% 1-Year Est. Return
SAA
Southeast Asset Advisors Thomasville, Georgia $984M AUM 34.75% 1-Year Est. Return

Morgan Stanley's NVX Position: Q2 2026 in Review

Morgan Stanley reduced its NOVONIX (NVX) stake by 12% in Q2 2026, selling an estimated $5.89K and leaving 6,319 shares worth $29.1K. The position accounts for ﹤0.01% of the portfolio, ranked #6695.

Morgan Stanley first reported a position in NVX in Q1 2022 and has held it in 13 quarters since. The position peaked at $609K in Q4 2025. 25 funds tracked by Wall St. Rank hold NVX as of Q2 2026.

  • Morgan Stanley held 6,319 shares of NOVONIX worth $29.1K as of Q2 2026.
  • Morgan Stanley sold 885 NOVONIX shares in Q2 2026, an estimated $5.89K.
  • NOVONIX made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #6695 holding.
  • Morgan Stanley first reported a position in NOVONIX in Q1 2022 and has held it in 13 quarters since.
  • Morgan Stanley's NOVONIX position peaked at $609K in Q4 2025.
  • 25 funds tracked by Wall St. Rank held NOVONIX as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.