SW
NVX

SVB Wealth’s NOVONIX NVX Stock Holding History

SVB Wealth’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
Q2 		– Sell
-441
Closed -$503 – 1236
2025
Q1 		$503 Buy
+441
New +$622 ﹤0.01% 1400

Other funds holding NVX

Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
QOP
Quinn Opportunity Partners Charlottesville, Virginia $1.92B AUM 31.26% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
EFN
Equita Financial Network Fort Washington, Pennsylvania $318M AUM 16.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 1-Year Est. Return

SVB Wealth's NVX Position: Q2 2025 in Review

SVB Wealth sold out of NOVONIX (NVX) in Q2 2025, closing a stake of 441 shares — an estimated $503 sold.

SVB Wealth first reported a position in NVX in Q1 2025 and held it in 1 quarter. The position peaked at $503 in Q1 2025. 21 funds tracked by Wall St. Rank hold NVX as of Q2 2025.

  • SVB Wealth reported no remaining NOVONIX position as of Q2 2025 after selling out during the quarter.
  • SVB Wealth sold 441 NOVONIX shares in Q2 2025, an estimated $503.
  • SVB Wealth first reported a position in NOVONIX in Q1 2025 and held it in 1 quarter.
  • SVB Wealth's NOVONIX position peaked at $503 in Q1 2025.
  • 21 funds tracked by Wall St. Rank held NOVONIX as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.