AGWCA
NVEE

Annis Gardner Whiting Capital Advisors’s NV5 Global NVEE Stock Holding History

Annis Gardner Whiting Capital Advisors’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
-12
Closed -$278 – 1362
2025
Q2 		$278 Buy
+12
New +$240 ﹤0.01% 1242

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

Annis Gardner Whiting Capital Advisors's NVEE Position: Q3 2025 in Review

Annis Gardner Whiting Capital Advisors sold out of NV5 Global (NVEE) in Q3 2025, closing a stake of 12 shares — an estimated $278 sold.

Annis Gardner Whiting Capital Advisors first reported a position in NVEE in Q2 2025 and held it in 1 quarter. The position peaked at $278 in Q2 2025. 3 funds tracked by Wall St. Rank hold NVEE as of Q3 2025.

  • Annis Gardner Whiting Capital Advisors reported no remaining NV5 Global position as of Q3 2025 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 12 NV5 Global shares in Q3 2025, an estimated $278.
  • Annis Gardner Whiting Capital Advisors first reported a position in NV5 Global in Q2 2025 and held it in 1 quarter.
  • Annis Gardner Whiting Capital Advisors's NV5 Global position peaked at $278 in Q2 2025.
  • 3 funds tracked by Wall St. Rank held NV5 Global as of Q3 2025.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q3 2025, filed 3 Nov 2025.