SmartHarvest Portfolios’s NOVONIX NVX Stock Holding History

SmartHarvest Portfolios’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
2026 Q2	–	Sell	-14,480	Closed	-$99.9K	–	481
2026 Q1	$99.9K	Buy	+14,480	New	+$141K	0.04%	333

Other funds holding NVX

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

FACM

Forest Avenue Capital Management Miami, Florida $2.38B AUM 88.67% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

XTX Topco George Town, Cayman Islands $7.72B AUM 32.88% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return

Vanguard Personalized Indexing Management Oakland, California $12.2B AUM 47.93% 1-Year Est. Return

SmartHarvest Portfolios's NVX Position: Q2 2026 in Review

SmartHarvest Portfolios sold out of NOVONIX (NVX) in Q2 2026, closing a stake of 14,480 shares — an estimated $99.9K sold.

SmartHarvest Portfolios first reported a position in NVX in Q1 2026 and held it in 1 quarter. The position peaked at $99.9K in Q1 2026. 25 funds tracked by Wall St. Rank hold NVX as of Q2 2026.

SmartHarvest Portfolios reported no remaining NOVONIX position as of Q2 2026 after selling out during the quarter.
SmartHarvest Portfolios sold 14,480 NOVONIX shares in Q2 2026, an estimated $99.9K.
SmartHarvest Portfolios first reported a position in NOVONIX in Q1 2026 and held it in 1 quarter.
SmartHarvest Portfolios's NOVONIX position peaked at $99.9K in Q1 2026.
25 funds tracked by Wall St. Rank held NOVONIX as of Q2 2026.

Based on SmartHarvest Portfolios's 13F filing for Q2 2026, filed 4 Aug 2026.