Carolinas Wealth Consulting’s NOV NOV Stock Holding History

Carolinas Wealth Consulting’s Portfolio NOV Stock Details NOV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-37	Closed	-$541	–	1070
2024 Q4	$541	Hold	37	–	–	﹤0.01%	999
2024 Q3	$591	Hold	37	–	–	﹤0.01%	988
2024 Q2	$704	Hold	37	–	–	﹤0.01%	959
2024 Q1	$722	Hold	37	–	–	﹤0.01%	941
2023 Q4	$750	Hold	37	–	–	﹤0.01%	864
2023 Q3	$739	Hold	37	–	–	﹤0.01%	880
2023 Q2	$593	Sell	37 -23	-38%	-$375	﹤0.01%	977
2023 Q1	$1.11K	Sell	60 -29	-33%	-$626	﹤0.01%	876
2022 Q4	$1.86K	Buy	89 +52	+141%	+$1.09K	﹤0.01%	818
2022 Q3	$1K	Hold	37	–	–	﹤0.01%	838
2022 Q2	$1K	Hold	37	–	–	﹤0.01%	844
2022 Q1	$1K	Hold	37	–	–	﹤0.01%	869
2021 Q4	$1K	Hold	37	–	–	﹤0.01%	918
2021 Q3	$0	Hold	37	–	–	﹤0.01%	972
2021 Q2	$1K	Sell	37 -183	-83%	-$2.85K	﹤0.01%	901
2021 Q1	$3K	Hold	220	–	–	﹤0.01%	777
2020 Q4	$3K	Sell	220 -5	-2%	-$57	﹤0.01%	706
2020 Q3	$2K	Buy	225 +188	+508%	+$2.2K	﹤0.01%	726
2020 Q2	$0	Buy	+37	New	+$455	﹤0.01%	699

Other funds holding NOV

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Carolinas Wealth Consulting's NOV Position: Q1 2025 in Review

Carolinas Wealth Consulting sold out of NOV (NOV) in Q1 2025, closing a stake of 37 shares — an estimated $541 sold.

Carolinas Wealth Consulting first reported a position in NOV in Q2 2020 and held it in 19 quarters. The position peaked at $3K in Q1 2021. 440 funds tracked by Wall St. Rank hold NOV as of Q1 2025.

Carolinas Wealth Consulting reported no remaining NOV position as of Q1 2025 after selling out during the quarter.
Carolinas Wealth Consulting sold 37 NOV shares in Q1 2025, an estimated $541.
Carolinas Wealth Consulting first reported a position in NOV in Q2 2020 and held it in 19 quarters.
Carolinas Wealth Consulting's NOV position peaked at $3K in Q1 2021.
440 funds tracked by Wall St. Rank held NOV as of Q1 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q1 2025, filed 14 Aug 2025.