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Cape Investment Advisory’s Nova NVMI Stock Holding History

Cape Investment Advisory’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
Q3 		$7.7K Buy
+20
New +$7.97K ﹤0.01% 927
2025
Q2 		– Sell
-25
Closed -$4.61K – 1228
2025
Q1 		$4.61K Hold
25
– – ﹤0.01% 764
2024
Q4 		$4.92K Hold
25
– – ﹤0.01% 745
2024
Q3 		$5.21K Hold
25
– – ﹤0.01% 692
2024
Q2 		$5.86K Buy
25
+20
+400% +$3.96K ﹤0.01% 629
2024
Q1 		$887 Buy
+5
New +$789 ﹤0.01% 855

Other funds holding NVMI

WA
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
LAI
Legal Advantage Investments Los Altos Hills, California $468M AUM 7.83% 1-Year Est. Return
IFS
Integrated Financial Solutions Reston, Virginia $195M AUM 46.13% 1-Year Est. Return
CC
Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Cape Investment Advisory's NVMI Position: Q3 2026 in Review

Cape Investment Advisory opened a new position in Nova (NVMI) in Q3 2026: 20 shares worth $7.7K. The stake represents ﹤0.01% of the portfolio and ranks #927 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in NVMI as recently as Q1 2025.

Cape Investment Advisory first reported a position in NVMI in Q1 2024 and has held it in 6 quarters since. 17 funds tracked by Wall St. Rank hold NVMI as of Q3 2026.

  • Cape Investment Advisory held 20 shares of Nova worth $7.7K as of Q3 2026.
  • Nova was a new Cape Investment Advisory position in Q3 2026.
  • Nova made up ﹤0.01% of Cape Investment Advisory's portfolio in Q3 2026, its #927 holding.
  • Cape Investment Advisory first reported a position in Nova in Q1 2024 and has held it in 6 quarters since.
  • 17 funds tracked by Wall St. Rank held Nova as of Q3 2026.

Based on Cape Investment Advisory's 13F filing for Q3 2026, filed 13 Oct 2026.