PS
NVX

Principal Securities’s NOVONIX NVX Stock Holding History

Principal Securities’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
2025
Q4 		– Sell
-100
Closed -$128 – 2786
2025
Q3 		$128 Hold
100
– – ﹤0.01% 3681
2025
Q2 		$101 Hold
100
– – ﹤0.01% 3640
2025
Q1 		$180 Hold
100
– – ﹤0.01% 3466
2024
Q4 		$180 Hold
100
– – ﹤0.01% 3461
2024
Q3 		$184 Hold
100
– – ﹤0.01% 3369
2024
Q2 		$179 Hold
100
– – ﹤0.01% 3319
2024
Q1 		$224 Hold
100
– – ﹤0.01% 3231
2023
Q4 		$194 Buy
+100
New +$187 ﹤0.01% 3149

Other funds holding NVX

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Principal Securities's NVX Position: Q4 2025 in Review

Principal Securities sold out of NOVONIX (NVX) in Q4 2025, closing a stake of 100 shares — an estimated $128 sold.

Principal Securities first reported a position in NVX in Q4 2023 and held it in 8 quarters. The position peaked at $224 in Q1 2024. 33 funds tracked by Wall St. Rank hold NVX as of Q4 2025.

  • Principal Securities reported no remaining NOVONIX position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 100 NOVONIX shares in Q4 2025, an estimated $128.
  • Principal Securities first reported a position in NOVONIX in Q4 2023 and held it in 8 quarters.
  • Principal Securities's NOVONIX position peaked at $224 in Q1 2024.
  • 33 funds tracked by Wall St. Rank held NOVONIX as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.