AAM
NVEE

Advisors Asset Management’s NV5 Global NVEE Stock Holding History

Advisors Asset Management’s Portfolio NVEE Stock Details NVEE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-190,589
Closed -$4.4M – 1497
2025
Q2 		$4.4M Buy
190,589
+18,216
+11% +$365K 0.08% 345
2025
Q1 		$3.32M Buy
172,373
+18,404
+12% +$337K 0.06% 423
2024
Q4 		$2.9M Buy
153,969
+47,169
+44% +$1.03M 0.05% 468
2024
Q3 		$2.5M Buy
106,800
+7,852
+8% +$187K 0.05% 496
2024
Q2 		$2.3M Buy
98,948
+22,620
+30% +$528K 0.04% 503
2024
Q1 		$1.87M Buy
76,328
+8,516
+13% +$221K 0.04% 567
2023
Q4 		$1.88M Buy
67,812
+9,448
+16% +$240K 0.04% 552
2023
Q3 		$1.4M Buy
58,364
+5,120
+10% +$132K 0.03% 610
2023
Q2 		$1.47M Sell
53,244
-3,492
-6% -$85.7K 0.03% 613
2023
Q1 		$1.47M Buy
56,736
+7,912
+16% +$237K 0.03% 609
2022
Q4 		$1.62M Buy
48,824
+5,056
+12% +$176K 0.03% 577
2022
Q3 		$1.35M Buy
43,768
+3,588
+9% +$117K 0.03% 615
2022
Q2 		$1.17M Buy
40,180
+5,560
+16% +$167K 0.02% 706
2022
Q1 		$1.15M Buy
34,620
+3,364
+11% +$98.9K 0.02% 761
2021
Q4 		$1.08M Buy
31,256
+11,592
+59% +$334K 0.02% 810
2021
Q3 		$485K Buy
19,664
+13,208
+205% +$325K 0.01% 1011
2021
Q2 		$153K Buy
+6,456
New +$147K ﹤0.01% 1239

Other funds holding NVEE

KOC
Koss-Olinger Consulting Gainesville, Florida $1.19B AUM 15.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Advisors Asset Management's NVEE Position: Q3 2025 in Review

Advisors Asset Management sold out of NV5 Global (NVEE) in Q3 2025, closing a stake of 190,589 shares — an estimated $4.4M sold.

Advisors Asset Management first reported a position in NVEE in Q2 2021 and held it in 17 quarters. The position peaked at $4.4M in Q2 2025. 3 funds tracked by Wall St. Rank hold NVEE as of Q3 2025.

  • Advisors Asset Management reported no remaining NV5 Global position as of Q3 2025 after selling out during the quarter.
  • Advisors Asset Management sold 190,589 NV5 Global shares in Q3 2025, an estimated $4.4M.
  • Advisors Asset Management first reported a position in NV5 Global in Q2 2021 and held it in 17 quarters.
  • Advisors Asset Management's NV5 Global position peaked at $4.4M in Q2 2025.
  • 3 funds tracked by Wall St. Rank held NV5 Global as of Q3 2025.

Based on Advisors Asset Management's 13F filing for Q3 2025, filed 6 Nov 2025.