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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
Q2 		$39.6K Hold
4,202
– – ﹤0.01% 1438
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 $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

Pinnacle Wealth Planning Services's NVAX Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its Novavax (NVAX) position steady in Q2 2026 at 4,202 shares worth $39.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1438.

Pinnacle Wealth Planning Services first reported a position in NVAX in Q4 2020 and has held it in 4 quarters since. The position peaked at $71K in Q4 2020. 268 funds tracked by Wall St. Rank hold NVAX as of Q2 2026.

  • Pinnacle Wealth Planning Services held 4,202 shares of Novavax worth $39.6K as of Q2 2026.
  • Pinnacle Wealth Planning Services left its Novavax share count unchanged in Q2 2026.
  • Novavax made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1438 holding.
  • Pinnacle Wealth Planning Services first reported a position in Novavax in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Novavax position peaked at $71K in Q4 2020.
  • 268 funds tracked by Wall St. Rank held Novavax as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.