AF
NVMI

Allworth Financial’s Nova NVMI Stock Holding History

Allworth Financial’s Portfolio NVMI Stock Details NVMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$20K Buy
46
+14
+44% +$6.17K ﹤0.01% 3005
2025
Q4 		$10.5K Buy
32
+7
+28% +$2.25K ﹤0.01% 3235
2025
Q3 		$7.99K Buy
25
+8
+47% +$2.21K ﹤0.01% 3278
2025
Q2 		$4.68K Hold
17
– – ﹤0.01% 3297
2025
Q1 		$3.35K Buy
17
+5
+42% +$1.16K ﹤0.01% 2982
2024
Q4 		$3.08K Hold
12
– – ﹤0.01% 2978
2024
Q3 		$2.5K Hold
12
– – ﹤0.01% 2865
2024
Q2 		$2.44K Hold
12
– – ﹤0.01% 2835
2024
Q1 		$2.13K Hold
12
– – ﹤0.01% 2780
2023
Q4 		$1.65K Hold
12
– – ﹤0.01% 2757
2023
Q3 		$1.35K Hold
12
– – ﹤0.01% 2728
2023
Q2 		$1.41K Hold
12
– – ﹤0.01% 2625
2023
Q1 		$1.25K Hold
12
– – ﹤0.01% 2589
2022
Q4 		$980 Buy
+12
New +$979 ﹤0.01% 2482

Other funds holding NVMI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.5B AUM 68.34% 1-Year Est. Return
UIM
USS Investment Management London, United Kingdom $25.6B AUM 30.22% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return