CFFP
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Center for Financial Planning’s Ingevity NGVT Stock Holding History

Center for Financial Planning’s Portfolio NGVT Stock Details NGVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$17.5K Hold
246
– – ﹤0.01% 427
2025
Q4 		$14.6K Hold
246
– – ﹤0.01% 446
2025
Q3 		$13.6K Hold
246
– – ﹤0.01% 465
2025
Q2 		$10.6K Hold
246
– – ﹤0.01% 459
2025
Q1 		$9.74K Hold
246
– – ﹤0.01% 474
2024
Q4 		$10K Hold
246
– – ﹤0.01% 419
2024
Q3 		$9.59K Hold
246
– – ﹤0.01% 403
2024
Q2 		$10.8K Hold
246
– – ﹤0.01% 389
2024
Q1 		$11.7K Hold
246
– – ﹤0.01% 389
2023
Q4 		$11.6K Hold
246
– – ﹤0.01% 351
2023
Q3 		$11.7K Hold
246
– – ﹤0.01% 343
2023
Q2 		$14.3K Hold
246
– – ﹤0.01% 349
2023
Q1 		$17.6K Hold
246
– – ﹤0.01% 300
2022
Q4 		$17.3K Hold
246
– – ﹤0.01% 300
2022
Q3 		$15K Hold
246
– – ﹤0.01% 313
2022
Q2 		$16K Buy
+246
New +$16K ﹤0.01% 311
2021
Q4 		– Sell
-25
Closed -$2K – 553
2021
Q3 		$2K Buy
+25
New +$1.97K ﹤0.01% 459

Other funds holding NGVT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
SCM
Simcoe Capital Management New York $576M AUM 36.22% 1-Year Est. Return

Center for Financial Planning's NGVT Position: Q1 2026 in Review

Center for Financial Planning held its Ingevity (NGVT) position steady in Q1 2026 at 246 shares worth $17.5K. The position accounts for ﹤0.01% of the portfolio, ranked #427.

Center for Financial Planning first reported a position in NGVT in Q3 2021 and has held it in 17 quarters since. The position peaked at $17.6K in Q1 2023. 307 funds tracked by Wall St. Rank hold NGVT as of Q1 2026.

  • Center for Financial Planning held 246 shares of Ingevity worth $17.5K as of Q1 2026.
  • Center for Financial Planning left its Ingevity share count unchanged in Q1 2026.
  • Ingevity made up ﹤0.01% of Center for Financial Planning's portfolio in Q1 2026, its #427 holding.
  • Center for Financial Planning first reported a position in Ingevity in Q3 2021 and has held it in 17 quarters since.
  • Center for Financial Planning's Ingevity position peaked at $17.6K in Q1 2023.
  • 307 funds tracked by Wall St. Rank held Ingevity as of Q1 2026.

Based on Center for Financial Planning's 13F filing for Q1 2026, filed 4 May 2026.