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Williams Jones Wealth Management’s Novavax NVAX Stock Holding History

Williams Jones Wealth Management’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
Q1 		– Sell
-11,500
Closed -$77.3K – 528
2025
Q4 		$77.3K Buy
+11,500
New +$86.7K ﹤0.01% 499

Other funds holding NVAX

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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
S
Sanofi Paris, France $534M AUM 205.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Williams Jones Wealth Management's NVAX Position: Q1 2026 in Review

Williams Jones Wealth Management sold out of Novavax (NVAX) in Q1 2026, closing a stake of 11,500 shares — an estimated $77.3K sold.

Williams Jones Wealth Management first reported a position in NVAX in Q4 2025 and held it in 1 quarter. The position peaked at $77.3K in Q4 2025. 258 funds tracked by Wall St. Rank hold NVAX as of Q1 2026.

  • Williams Jones Wealth Management reported no remaining Novavax position as of Q1 2026 after selling out during the quarter.
  • Williams Jones Wealth Management sold 11,500 Novavax shares in Q1 2026, an estimated $77.3K.
  • Williams Jones Wealth Management first reported a position in Novavax in Q4 2025 and held it in 1 quarter.
  • Williams Jones Wealth Management's Novavax position peaked at $77.3K in Q4 2025.
  • 258 funds tracked by Wall St. Rank held Novavax as of Q1 2026.

Based on Williams Jones Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.