Bank of Montreal
NVMI

Bank of Montreal’s Nova NVMI Stock Holding History

Bank of Montreal’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 		$5.83M Buy
13,429
+1,235
+10% +$544K ﹤0.01% 1274
2025
Q4 		$4M Buy
12,194
+1,049
+9% +$337K ﹤0.01% 1408
2025
Q3 		$3M Buy
+11,145
New +$3.08M ﹤0.01% 1501
2025
Q2 		– Sell
-12,020
Closed -$2.22M – 3664
2025
Q1 		$2.22M Buy
+12,020
New +$2.78M ﹤0.01% 1469
2024
Q3 		– Sell
-251
Closed -$59.7K – 4129
2024
Q2 		$59.7K Buy
251
+16
+7% +$3.17K ﹤0.01% 3389
2024
Q1 		$42.7K Buy
+235
New +$37.1K ﹤0.01% 3478
2021
Q1 		– Sell
-575
Closed -$45K – 5278
2020
Q4 		$45K Sell
575
-325
-36% -$20.2K ﹤0.01% 4004
2020
Q3 		$48K Sell
900
-175
-16% -$8.97K ﹤0.01% 3452
2020
Q2 		$53K Sell
1,075
-1,425
-57% -$60.6K ﹤0.01% 3416
2020
Q1 		$80K Buy
2,500
+25
+1% +$912 ﹤0.01% 2698
2019
Q4 		$94K Hold
2,475
– – ﹤0.01% 3528
2019
Q3 		$79K Buy
2,475
+1,950
+371% +$55.4K ﹤0.01% 3405
2019
Q2 		$13K Buy
+525
New +$14K ﹤0.01% 4416

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