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
Q2 		– Sell
-51
Closed -$351 – 652
2026
Q1 		$351 Sell
51
-177
-78% -$1.72K ﹤0.01% 822
2025
Q4 		$2.3K Hold
228
– – ﹤0.01% 502
2025
Q3 		$2.92K Buy
228
+8
+4% +$104 ﹤0.01% 447
2025
Q2 		$2.22K Buy
220
+177
+412% +$2.03K ﹤0.01% 471
2025
Q1 		$489 Buy
+43
New +$606 ﹤0.01% 534

Other funds holding NVX

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
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

Wealth Preservation Advisors's NVX Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of NOVONIX (NVX) in Q2 2026, closing a stake of 51 shares — an estimated $351 sold.

Wealth Preservation Advisors first reported a position in NVX in Q1 2025 and held it in 5 quarters. The position peaked at $2.92K in Q3 2025. 25 funds tracked by Wall St. Rank hold NVX as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining NOVONIX position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 51 NOVONIX shares in Q2 2026, an estimated $351.
  • Wealth Preservation Advisors first reported a position in NOVONIX in Q1 2025 and held it in 5 quarters.
  • Wealth Preservation Advisors's NOVONIX position peaked at $2.92K in Q3 2025.
  • 25 funds tracked by Wall St. Rank held NOVONIX as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.