Axa
NVEE

Axa’s NV5 Global NVEE Stock Holding History

Axa’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
-118,760
Closed -$2.24M – 1110
2024
Q4 		$2.24M Hold
118,760
– – 0.01% 734
2024
Q3 		$694K Sell
118,760
-1,880
-2% -$44.7K ﹤0.01% 924
2024
Q2 		$2.8M Hold
120,640
– – 0.01% 680
2024
Q1 		$2.96M Sell
120,640
-7,360
-6% -$191K 0.01% 682
2023
Q4 		$3.56M Hold
128,000
– – 0.01% 623
2023
Q3 		$3.08M Hold
128,000
– – 0.01% 636
2023
Q2 		$3.54M Sell
128,000
-16,000
-11% -$392K 0.01% 625
2023
Q1 		$3.74M Buy
+144,000
New +$4.32M 0.01% 636

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

Axa's NVEE Position: Q1 2025 in Review

Axa sold out of NV5 Global (NVEE) in Q1 2025, closing a stake of 118,760 shares — an estimated $2.24M sold.

Axa first reported a position in NVEE in Q1 2023 and held it in 8 quarters. The position peaked at $3.74M in Q1 2023. 224 funds tracked by Wall St. Rank hold NVEE as of Q1 2025.

  • Axa reported no remaining NV5 Global position as of Q1 2025 after selling out during the quarter.
  • Axa sold 118,760 NV5 Global shares in Q1 2025, an estimated $2.24M.
  • Axa first reported a position in NV5 Global in Q1 2023 and held it in 8 quarters.
  • Axa's NV5 Global position peaked at $3.74M in Q1 2023.
  • 224 funds tracked by Wall St. Rank held NV5 Global as of Q1 2025.

Based on Axa's 13F filing for Q1 2025, filed 15 May 2025.