UBS Group
NVX

UBS Group’s NOVONIX NVX Stock Holding History

UBS Group’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
Q1 		$1.07M Buy
1,552,904
+492,446
+46% +$478K ﹤0.01% 5500
2025
Q4 		$1.07M Buy
1,060,458
+819,280
+340% +$1.16M ﹤0.01% 5503
2025
Q3 		$309K Buy
241,178
+103,573
+75% +$135K ﹤0.01% 6421
2025
Q2 		$139K Buy
+137,605
New +$158K ﹤0.01% 6974
2025
Q1 		– Sell
-126,200
Closed -$227K – 10568
2024
Q4 		$227K Buy
126,200
+124,215
+6,258% +$241K ﹤0.01% 6376
2024
Q3 		$3.65K Buy
1,985
+1,815
+1,068% +$3.02K ﹤0.01% 8239
2024
Q2 		$304 Sell
170
-4,381
-96% -$9.79K ﹤0.01% 8989
2024
Q1 		$10.2K Buy
4,551
+3,959
+669% +$7.99K ﹤0.01% 7242
2023
Q4 		$1.15K Buy
+592
New +$1.11K ﹤0.01% 8393
2023
Q2 		– Sell
-6,898
Closed -$24.8K – 9418
2023
Q1 		$24.8K Buy
6,898
+6,798
+6,798% +$29.8K ﹤0.01% 6919
2022
Q4 		$410 Hold
100
– – ﹤0.01% 10198
2022
Q3 		$0 Hold
100
– – ﹤0.01% 10737
2022
Q2 		$1K Buy
+100
New +$1.24K ﹤0.01% 9924

Other funds holding NVX

FACM
Forest Avenue Capital Management Miami, Florida $1.69B AUM 104.84% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
SP
SmartHarvest Portfolios Poulsbo, Washington $309M AUM
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return
VPIM
Vanguard Personalized Indexing Management Oakland, California $10.2B AUM 34.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group's NVX Position: Q1 2026 in Review

UBS Group increased its NOVONIX (NVX) stake by 46% in Q1 2026, buying an estimated $478K and bringing the position to 1,552,904 shares worth $1.07M. The position accounts for ﹤0.01% of the portfolio, ranked #5500.

UBS Group first reported a position in NVX in Q2 2022 and has held it in 13 quarters since. 32 funds tracked by Wall St. Rank hold NVX as of Q1 2026.

  • UBS Group held 1,552,904 shares of NOVONIX worth $1.07M as of Q1 2026.
  • UBS Group bought 492,446 NOVONIX shares in Q1 2026, an estimated $478K.
  • NOVONIX made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #5500 holding.
  • UBS Group first reported a position in NOVONIX in Q2 2022 and has held it in 13 quarters since.
  • 32 funds tracked by Wall St. Rank held NOVONIX as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.