AAS
NVEE

Avantax Advisory Services’s NV5 Global NVEE Stock Holding History

Avantax Advisory Services’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
Q2 		$230K Sell
9,949
-5,652
-36% -$113K ﹤0.01% 2110
2025
Q1 		$301K Buy
15,601
+5,360
+52% +$98.2K ﹤0.01% 1825
2024
Q4 		$193K Sell
10,241
-5,707
-36% -$125K ﹤0.01% 2061
2024
Q3 		$373K Sell
15,948
-200
-1% -$4.75K ﹤0.01% 1605
2024
Q2 		$375K Buy
+16,148
New +$377K ﹤0.01% 1552

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return

Avantax Advisory Services's NVEE Position: Q2 2025 in Review

Avantax Advisory Services reduced its NV5 Global (NVEE) stake by 36% in Q2 2025, selling an estimated $113K and leaving 9,949 shares worth $230K. The position accounts for ﹤0.01% of the portfolio, ranked #2110.

Avantax Advisory Services first reported a position in NVEE in Q2 2024 and has held it in 5 quarters since. The position peaked at $375K in Q2 2024. 238 funds tracked by Wall St. Rank hold NVEE as of Q2 2025.

  • Avantax Advisory Services held 9,949 shares of NV5 Global worth $230K as of Q2 2025.
  • Avantax Advisory Services sold 5,652 NV5 Global shares in Q2 2025, an estimated $113K.
  • NV5 Global made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2110 holding.
  • Avantax Advisory Services first reported a position in NV5 Global in Q2 2024 and has held it in 5 quarters since.
  • Avantax Advisory Services's NV5 Global position peaked at $375K in Q2 2024.
  • 238 funds tracked by Wall St. Rank held NV5 Global as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.