Wealth Enhancement Advisory Services
NVAX icon

Wealth Enhancement Advisory Services’s Novavax NVAX Stock Holding History

Wealth Enhancement Advisory Services’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
Q2 		$293K Buy
+31,387
New +$281K ﹤0.01% 3230
2025
Q3 		– Sell
-10,695
Closed -$72.7K – 3667
2025
Q2 		$72.7K Buy
+10,695
New +$70.8K ﹤0.01% 3184
2025
Q1 		– Sell
-11,688
Closed -$94K – 3101
2024
Q4 		$94K Sell
11,688
-5,238
-31% -$50.5K ﹤0.01% 2812
2024
Q3 		$214K Buy
+16,926
New +$219K ﹤0.01% 2407

Other funds holding NVAX

YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
LOWM
Laurel Oak Wealth Management Marlton, New Jersey $687M AUM
BWCS
Beirne Wealth Consulting Services Shelton, Connecticut $503M AUM 27.98% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Wealth Enhancement Advisory Services's NVAX Position: Q2 2026 in Review

Wealth Enhancement Advisory Services opened a new position in Novavax (NVAX) in Q2 2026: 31,387 shares worth $293K. The stake represents ﹤0.01% of the portfolio and ranks #3230 among its holdings. This is a return to the name: Wealth Enhancement Advisory Services previously reported a position in NVAX as recently as Q2 2025.

Wealth Enhancement Advisory Services first reported a position in NVAX in Q3 2024 and has held it in 4 quarters since. 26 funds tracked by Wall St. Rank hold NVAX as of Q2 2026.

  • Wealth Enhancement Advisory Services held 31,387 shares of Novavax worth $293K as of Q2 2026.
  • Novavax was a new Wealth Enhancement Advisory Services position in Q2 2026.
  • Novavax made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3230 holding.
  • Wealth Enhancement Advisory Services first reported a position in Novavax in Q3 2024 and has held it in 4 quarters since.
  • 26 funds tracked by Wall St. Rank held Novavax as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.