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True Wealth Design’s Novavax NVAX Stock Holding History

True Wealth Design’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
Q3 		– Sell
-196
Closed -$1.85K – 2719
2026
Q2 		$1.85K Buy
196
+187
+2,078% +$1.68K ﹤0.01% 1717
2026
Q1 		$74 Buy
+9
New +$82 ﹤0.01% 2513

Other funds holding NVAX

Shah Capital Management
Shah Capital Management Raleigh, North Carolina $605M AUM 43.69% 1-Year Est. Return
TCMG
TSP Capital Management Group Summit, New Jersey $397M AUM 31.23% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Harbor Investment Advisory
Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return

True Wealth Design's NVAX Position: Q3 2026 in Review

True Wealth Design sold out of Novavax (NVAX) in Q3 2026, closing a stake of 196 shares — an estimated $1.85K sold.

True Wealth Design first reported a position in NVAX in Q1 2026 and held it in 2 quarters. The position peaked at $1.85K in Q2 2026. 19 funds tracked by Wall St. Rank hold NVAX as of Q3 2026.

  • True Wealth Design reported no remaining Novavax position as of Q3 2026 after selling out during the quarter.
  • True Wealth Design sold 196 Novavax shares in Q3 2026, an estimated $1.85K.
  • True Wealth Design first reported a position in Novavax in Q1 2026 and held it in 2 quarters.
  • True Wealth Design's Novavax position peaked at $1.85K in Q2 2026.
  • 19 funds tracked by Wall St. Rank held Novavax as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.