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Pinnacle Wealth Planning Services’s Novavax NVAX Stock Holding History

Pinnacle Wealth Planning Services’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 		$34.2K Hold
4,202
– – ﹤0.01% 1411
2025
Q4 		$28.2K Buy
+4,202
New +$31.7K ﹤0.01% 1551
2021
Q1 		– Sell
-638
Closed -$71K – 1412
2020
Q4 		$71K Buy
+638
New +$67.8K 0.02% 630

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

Pinnacle Wealth Planning Services's NVAX Position: Q1 2026 in Review

Pinnacle Wealth Planning Services held its Novavax (NVAX) position steady in Q1 2026 at 4,202 shares worth $34.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1411.

Pinnacle Wealth Planning Services first reported a position in NVAX in Q4 2020 and has held it in 3 quarters since. The position peaked at $71K in Q4 2020. 257 funds tracked by Wall St. Rank hold NVAX as of Q1 2026.

  • Pinnacle Wealth Planning Services held 4,202 shares of Novavax worth $34.2K as of Q1 2026.
  • Pinnacle Wealth Planning Services left its Novavax share count unchanged in Q1 2026.
  • Novavax made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1411 holding.
  • Pinnacle Wealth Planning Services first reported a position in Novavax in Q4 2020 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's Novavax position peaked at $71K in Q4 2020.
  • 257 funds tracked by Wall St. Rank held Novavax as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.