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Wealthspire Advisors (New York)’s Novavax NVAX Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-20
Closed -$174 – 2260
2025
Q3 		$174 Buy
+20
New +$156 ﹤0.01% 2953
2021
Q2 		– Sell
-13,494
Closed -$2.45M – 569
2021
Q1 		$2.45M Buy
+13,494
New +$2.69M 0.06% 153

Other funds holding NVAX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SCM
Shah Capital Management Raleigh, North Carolina $521M AUM 46.95% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
S
Sanofi Paris, France $534M AUM 205.96% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wealthspire Advisors (New York)'s NVAX Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Novavax (NVAX) in Q4 2025, closing a stake of 20 shares — an estimated $174 sold.

Wealthspire Advisors (New York) first reported a position in NVAX in Q1 2021 and held it in 2 quarters. The position peaked at $2.45M in Q1 2021. 235 funds tracked by Wall St. Rank hold NVAX as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Novavax position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 20 Novavax shares in Q4 2025, an estimated $174.
  • Wealthspire Advisors (New York) first reported a position in Novavax in Q1 2021 and held it in 2 quarters.
  • Wealthspire Advisors (New York)'s Novavax position peaked at $2.45M in Q1 2021.
  • 235 funds tracked by Wall St. Rank held Novavax as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.