TIM
NVX

Tortoise Investment Management’s NOVONIX NVX Stock Holding History

Tortoise Investment Management’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
-25
Closed -$320 – 1042
2025
Q3 		$320 Hold
25
– – ﹤0.01% 1255
2025
Q2 		$253 Hold
25
– – ﹤0.01% 1193
2025
Q1 		$285 Hold
25
– – ﹤0.01% 794
2024
Q4 		$450 Hold
25
– – ﹤0.01% 830
2024
Q3 		$460 Buy
+25
New +$415 ﹤0.01% 843

Other funds holding NVX

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $7.72B AUM 32.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return
VF
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Tortoise Investment Management's NVX Position: Q4 2025 in Review

Tortoise Investment Management sold out of NOVONIX (NVX) in Q4 2025, closing a stake of 25 shares — an estimated $320 sold.

Tortoise Investment Management first reported a position in NVX in Q3 2024 and held it in 5 quarters. The position peaked at $460 in Q3 2024. 33 funds tracked by Wall St. Rank hold NVX as of Q4 2025.

  • Tortoise Investment Management reported no remaining NOVONIX position as of Q4 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 25 NOVONIX shares in Q4 2025, an estimated $320.
  • Tortoise Investment Management first reported a position in NOVONIX in Q3 2024 and held it in 5 quarters.
  • Tortoise Investment Management's NOVONIX position peaked at $460 in Q3 2024.
  • 33 funds tracked by Wall St. Rank held NOVONIX as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.