WPA
NVX

Wealth Preservation Advisors’s NOVONIX NVX Stock Holding History

Wealth Preservation Advisors’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 		$351 Sell
509
-1,768
-78% -$1.72K ﹤0.01% 822
2025
Q4 		$2.3K Hold
2,277
– – ﹤0.01% 502
2025
Q3 		$2.92K Buy
2,277
+80
+4% +$104 ﹤0.01% 447
2025
Q2 		$2.22K Buy
2,197
+1,768
+412% +$2.03K ﹤0.01% 471
2025
Q1 		$489 Buy
+429
New +$605 ﹤0.01% 534

Other funds holding NVX

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
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

Wealth Preservation Advisors's NVX Position: Q1 2026 in Review

Wealth Preservation Advisors reduced its NOVONIX (NVX) stake by 78% in Q1 2026, selling an estimated $1.72K and leaving 509 shares worth $351. The position accounts for ﹤0.01% of the portfolio, ranked #822.

Wealth Preservation Advisors first reported a position in NVX in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.92K in Q3 2025. 32 funds tracked by Wall St. Rank hold NVX as of Q1 2026.

  • Wealth Preservation Advisors held 509 shares of NOVONIX worth $351 as of Q1 2026.
  • Wealth Preservation Advisors sold 1,768 NOVONIX shares in Q1 2026, an estimated $1.72K.
  • NOVONIX made up ﹤0.01% of Wealth Preservation Advisors's portfolio in Q1 2026, its #822 holding.
  • Wealth Preservation Advisors first reported a position in NOVONIX in Q1 2025 and has held it in 5 quarters since.
  • Wealth Preservation Advisors's NOVONIX position peaked at $2.92K in Q3 2025.
  • 32 funds tracked by Wall St. Rank held NOVONIX as of Q1 2026.

Based on Wealth Preservation Advisors's 13F filing for Q1 2026, filed 15 May 2026.