Bernzott Capital Advisors’s NV5 Global NVEE Stock Holding History

Bernzott 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	-400,319	Closed	-$9.24M	–	33
2025 Q2	$9.24M	Buy	400,319 +8,670	+2%	+$174K	4.72%	2
2025 Q1	$7.55M	Buy	391,649 +194,139	+98%	+$3.56M	3.72%	5
2024 Q4	$3.72M	Buy	+197,510	New	+$4.33M	1.84%	33

Other funds holding NVEE

KOC

Koss-Olinger Consulting Gainesville, Florida $1.19B AUM 15.91% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Bernzott Capital Advisors's NVEE Position: Q3 2025 in Review

Bernzott Capital Advisors sold out of NV5 Global (NVEE) in Q3 2025, closing a stake of 400,319 shares — an estimated $9.24M sold.

Bernzott Capital Advisors first reported a position in NVEE in Q4 2024 and held it in 3 quarters. The position peaked at $9.24M in Q2 2025. 3 funds tracked by Wall St. Rank hold NVEE as of Q3 2025.

Bernzott Capital Advisors reported no remaining NV5 Global position as of Q3 2025 after selling out during the quarter.
Bernzott Capital Advisors sold 400,319 NV5 Global shares in Q3 2025, an estimated $9.24M.
Bernzott Capital Advisors first reported a position in NV5 Global in Q4 2024 and held it in 3 quarters.
Bernzott Capital Advisors's NV5 Global position peaked at $9.24M in Q2 2025.
3 funds tracked by Wall St. Rank held NV5 Global as of Q3 2025.

Based on Bernzott Capital Advisors's 13F filing for Q3 2025, filed 28 Oct 2025.