Blue Trust Inc’s NV5 Global NVEE Stock Holding History

Blue Trust Inc’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	-2,481	Closed	-$57.3K	–	2649
2025 Q2	$57.3K	Sell	2,481 -159	-6%	-$3.18K	﹤0.01%	1342
2025 Q1	$50.9K	Buy	2,640 +128	+5%	+$2.34K	﹤0.01%	1359
2024 Q4	$47.3K	Sell	2,512 -80	-3%	-$1.75K	﹤0.01%	1359
2024 Q3	$60.2K	Buy	2,592 +2,528	+3,950%	+$60.1K	﹤0.01%	1485
2024 Q2	$1.57K	Buy	+64	New	+$1.49K	﹤0.01%	2481

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

Blue Trust Inc's NVEE Position: Q3 2025 in Review

Blue Trust Inc sold out of NV5 Global (NVEE) in Q3 2025, closing a stake of 2,481 shares — an estimated $57.3K sold.

Blue Trust Inc first reported a position in NVEE in Q2 2024 and held it in 5 quarters. The position peaked at $60.2K in Q3 2024. 3 funds tracked by Wall St. Rank hold NVEE as of Q3 2025.

Blue Trust Inc reported no remaining NV5 Global position as of Q3 2025 after selling out during the quarter.
Blue Trust Inc sold 2,481 NV5 Global shares in Q3 2025, an estimated $57.3K.
Blue Trust Inc first reported a position in NV5 Global in Q2 2024 and held it in 5 quarters.
Blue Trust Inc's NV5 Global position peaked at $60.2K in Q3 2024.
3 funds tracked by Wall St. Rank held NV5 Global as of Q3 2025.

Based on Blue Trust Inc's 13F filing for Q3 2025, filed 16 Oct 2025.