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Root Financial Partners’s Novavax NVAX Stock Holding History

Root Financial Partners’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 		$285 Buy
+35
New +$317 ﹤0.01% 3057

Other funds holding NVAX

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State Street
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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 $534M AUM 205.96% 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

Root Financial Partners's NVAX Position: Q1 2026 in Review

Root Financial Partners opened a new position in Novavax (NVAX) in Q1 2026: 35 shares worth $285. The stake represents ﹤0.01% of the portfolio and ranks #3057 among its holdings.

258 funds tracked by Wall St. Rank hold NVAX as of Q1 2026.

  • Root Financial Partners held 35 shares of Novavax worth $285 as of Q1 2026.
  • Novavax was a new Root Financial Partners position in Q1 2026.
  • Novavax made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #3057 holding.
  • 258 funds tracked by Wall St. Rank held Novavax as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.