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
Q2 		$571K Sell
124,158
-31,132
-20% -$207K ﹤0.01% 6145
2026
Q1 		$1.07M Buy
155,290
+49,244
+46% +$478K ﹤0.01% 5500
2025
Q4 		$1.07M Buy
106,046
+81,928
+340% +$1.16M ﹤0.01% 5503
2025
Q3 		$309K Buy
24,118
+10,357
+75% +$135K ﹤0.01% 6421
2025
Q2 		$139K Buy
+13,761
New +$158K ﹤0.01% 6974
2025
Q1 		– Sell
-12,620
Closed -$227K – 10568
2024
Q4 		$227K Buy
12,620
+12,421
+6,242% +$241K ﹤0.01% 6376
2024
Q3 		$3.65K Buy
199
+182
+1,071% +$3.02K ﹤0.01% 8239
2024
Q2 		$304 Sell
17
-438
-96% -$9.79K ﹤0.01% 8989
2024
Q1 		$10.2K Buy
455
+396
+671% +$7.99K ﹤0.01% 7242
2023
Q4 		$1.15K Buy
+59
New +$1.1K ﹤0.01% 8393
2023
Q2 		– Sell
-690
Closed -$24.8K – 9418
2023
Q1 		$24.8K Buy
690
+680
+6,800% +$29.8K ﹤0.01% 6919
2022
Q4 		$410 Hold
10
– – ﹤0.01% 10198
2022
Q3 		$0 Hold
10
– – ﹤0.01% 10737
2022
Q2 		$1K Buy
+10
New +$1.24K ﹤0.01% 9924

Other funds holding NVX

FACM
Forest Avenue Capital Management Miami, Florida $2.38B AUM 88.67% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $7.72B AUM 32.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VF
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return
Vanguard Personalized Indexing Management
Vanguard Personalized Indexing Management Oakland, California $12.2B AUM 47.93% 1-Year Est. Return
SAA
Southeast Asset Advisors Thomasville, Georgia $984M AUM 34.75% 1-Year Est. Return

UBS Group's NVX Position: Q2 2026 in Review

UBS Group reduced its NOVONIX (NVX) stake by 20% in Q2 2026, selling an estimated $207K and leaving 124,158 shares worth $571K. The position accounts for ﹤0.01% of the portfolio, ranked #6145.

UBS Group first reported a position in NVX in Q2 2022 and has held it in 14 quarters since. The position peaked at $1.07M in Q1 2026. 25 funds tracked by Wall St. Rank hold NVX as of Q2 2026.

  • UBS Group held 124,158 shares of NOVONIX worth $571K as of Q2 2026.
  • UBS Group sold 31,132 NOVONIX shares in Q2 2026, an estimated $207K.
  • NOVONIX made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #6145 holding.
  • UBS Group first reported a position in NOVONIX in Q2 2022 and has held it in 14 quarters since.
  • UBS Group's NOVONIX position peaked at $1.07M in Q1 2026.
  • 25 funds tracked by Wall St. Rank held NOVONIX as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.