ACM
NVEE

Aquatic Capital Management’s NV5 Global NVEE Stock Holding History

Aquatic Capital 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
Q1 		– Sell
-29,253
Closed -$551K – 1527
2024
Q4 		$551K Buy
29,253
+3,653
+14% +$80.1K 0.01% 692
2024
Q3 		$598K Buy
25,600
+19,200
+300% +$456K 0.02% 615
2024
Q2 		$149K Sell
6,400
-7,200
-53% -$168K 0.01% 822
2024
Q1 		$333K Buy
13,600
+7,600
+127% +$197K 0.01% 644
2023
Q4 		$167K Sell
6,000
-400
-6% -$10.2K ﹤0.01% 892
2023
Q3 		$154K Buy
+6,400
New +$165K 0.01% 736
2023
Q2 		– Sell
-4,800
Closed -$125K – 1632
2023
Q1 		$125K Buy
+4,800
New +$144K 0.01% 698
2022
Q3 		– Sell
-400
Closed -$12K – 1440
2022
Q2 		$12K Buy
+400
New +$12K ﹤0.01% 937

Other funds holding NVEE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CM
Cercano Management Bellevue, Washington $2.32B AUM 30.12% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Aquatic Capital Management's NVEE Position: Q1 2025 in Review

Aquatic Capital Management sold out of NV5 Global (NVEE) in Q1 2025, closing a stake of 29,253 shares — an estimated $551K sold.

Aquatic Capital Management first reported a position in NVEE in Q2 2022 and held it in 8 quarters. The position peaked at $598K in Q3 2024. 224 funds tracked by Wall St. Rank hold NVEE as of Q1 2025.

  • Aquatic Capital Management reported no remaining NV5 Global position as of Q1 2025 after selling out during the quarter.
  • Aquatic Capital Management sold 29,253 NV5 Global shares in Q1 2025, an estimated $551K.
  • Aquatic Capital Management first reported a position in NV5 Global in Q2 2022 and held it in 8 quarters.
  • Aquatic Capital Management's NV5 Global position peaked at $598K in Q3 2024.
  • 224 funds tracked by Wall St. Rank held NV5 Global as of Q1 2025.

Based on Aquatic Capital Management's 13F filing for Q1 2025, filed 15 May 2025.