SWM
NVAX icon

Spire Wealth Management’s Novavax NVAX Stock Holding History

Spire Wealth Management’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
Q2 		– Sell
-510
Closed -$3.27K – 2503
2025
Q1 		$3.27K Sell
510
-3,100
-86% -$25.6K ﹤0.01% 2173
2024
Q4 		$29K Buy
+3,610
New +$34.8K ﹤0.01% 1486
2022
Q3 		– Sell
-95
Closed -$5K – 2472
2022
Q2 		$5K Sell
95
-75
-44% -$3.88K ﹤0.01% 2139
2022
Q1 		$13K Sell
170
-2
-1% -$178 ﹤0.01% 1954
2021
Q4 		$25K Buy
172
+112
+187% +$19.2K ﹤0.01% 2039
2021
Q3 		$12K Hold
60
– – ﹤0.01% 2045
2021
Q2 		$13K Buy
60
+40
+200% +$7.33K ﹤0.01% 2032
2021
Q1 		$4K Buy
+20
New +$3.98K ﹤0.01% 2701

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
S
Sanofi Paris, France $336M AUM 126.85% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 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
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

Spire Wealth Management's NVAX Position: Q2 2025 in Review

Spire Wealth Management sold out of Novavax (NVAX) in Q2 2025, closing a stake of 510 shares — an estimated $3.27K sold.

Spire Wealth Management first reported a position in NVAX in Q1 2021 and held it in 8 quarters. The position peaked at $29K in Q4 2024. 250 funds tracked by Wall St. Rank hold NVAX as of Q2 2025.

  • Spire Wealth Management reported no remaining Novavax position as of Q2 2025 after selling out during the quarter.
  • Spire Wealth Management sold 510 Novavax shares in Q2 2025, an estimated $3.27K.
  • Spire Wealth Management first reported a position in Novavax in Q1 2021 and held it in 8 quarters.
  • Spire Wealth Management's Novavax position peaked at $29K in Q4 2024.
  • 250 funds tracked by Wall St. Rank held Novavax as of Q2 2025.

Based on Spire Wealth Management's 13F filing for Q2 2025, filed 4 Aug 2025.