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Plante Moran Financial Advisors’s Novavax NVAX Stock Holding History

Plante Moran Financial Advisors’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
Q1 		– Sell
-352
Closed -$2.83K – 912
2024
Q4 		$2.83K Buy
352
+317
+906% +$3.06K ﹤0.01% 754
2024
Q3 		$442 Buy
+35
New +$452 ﹤0.01% 831
2022
Q4 		– Sell
-138
Closed -$3K – 939
2022
Q3 		$3K Hold
138
– – ﹤0.01% 758
2022
Q2 		$7K Hold
138
– – ﹤0.01% 667
2022
Q1 		$10K Buy
+138
New +$12.3K ﹤0.01% 601
2021
Q4 		– Sell
-7
Closed -$1K – 1068
2021
Q3 		$1K Sell
7
-40
-85% -$8.82K ﹤0.01% 897
2021
Q2 		$10K Buy
+47
New +$8.61K ﹤0.01% 680
2021
Q1 		– Sell
-3,000
Closed -$335K – 1083
2020
Q4 		$335K Buy
+3,000
New +$319K 0.1% 119

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
S
Sanofi Paris, France $336M AUM 126.85% 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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
PWAM
Park West Asset Management San Francisco, California $1.18B AUM 47.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Plante Moran Financial Advisors's NVAX Position: Q1 2025 in Review

Plante Moran Financial Advisors sold out of Novavax (NVAX) in Q1 2025, closing a stake of 352 shares — an estimated $2.83K sold.

Plante Moran Financial Advisors first reported a position in NVAX in Q4 2020 and held it in 8 quarters. The position peaked at $335K in Q4 2020. 245 funds tracked by Wall St. Rank hold NVAX as of Q1 2025.

  • Plante Moran Financial Advisors reported no remaining Novavax position as of Q1 2025 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 352 Novavax shares in Q1 2025, an estimated $2.83K.
  • Plante Moran Financial Advisors first reported a position in Novavax in Q4 2020 and held it in 8 quarters.
  • Plante Moran Financial Advisors's Novavax position peaked at $335K in Q4 2020.
  • 245 funds tracked by Wall St. Rank held Novavax as of Q1 2025.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.