Citadel Advisors
NVEE

Citadel Advisors’s NV5 Global NVEE Stock Holding History

Citadel 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
-9,400
Closed -$217K – 13692
2025
Q2 		$217K Buy
9,400
+1,700
+22% +$34K ﹤0.01% 10503
2025
Q1 		$148K Buy
7,700
+6,200
+413% +$114K ﹤0.01% 10892
2024
Q4 		$28.3K Sell
1,500
-2,900
-66% -$63.6K ﹤0.01% 12926
2024
Q3 		$103K Sell
4,400
-800
-15% -$19K ﹤0.01% 11077
2024
Q2 		$121K Sell
5,200
-9,200
-64% -$215K ﹤0.01% 10648
2024
Q1 		$353K Buy
14,400
+7,600
+112% +$197K ﹤0.01% 9134
2023
Q4 		$189K Buy
6,800
+800
+13% +$20.3K ﹤0.01% 10039
2023
Q3 		$144K Sell
6,000
-34,400
-85% -$887K ﹤0.01% 10420
2023
Q2 		$1.12M Buy
40,400
+16,800
+71% +$412K ﹤0.01% 6228
2023
Q1 		$613K Buy
23,600
+18,400
+354% +$552K ﹤0.01% 7890
2022
Q4 		$172K Sell
5,200
-19,200
-79% -$667K ﹤0.01% 10393
2022
Q3 		$755K Sell
24,400
-34,000
-58% -$1.11M ﹤0.01% 7601
2022
Q2 		$1.7M Sell
58,400
-5,200
-8% -$156K ﹤0.01% 5874
2022
Q1 		$2.12M Buy
63,600
+43,600
+218% +$1.28M ﹤0.01% 5965
2021
Q4 		$691K Sell
20,000
-45,600
-70% -$1.31M ﹤0.01% 8874
2021
Q3 		$1.62M Sell
65,600
-35,600
-35% -$877K ﹤0.01% 6895
2021
Q2 		$2.39M Buy
101,200
+44,400
+78% +$1.01M ﹤0.01% 6154
2021
Q1 		$1.37M Buy
56,800
+21,200
+60% +$505K ﹤0.01% 7332
2020
Q4 		$701K Buy
35,600
+17,600
+98% +$296K ﹤0.01% 7499
2020
Q3 		$237K Sell
18,000
-75,200
-81% -$1M ﹤0.01% 8546
2020
Q2 		$1.18M Buy
93,200
+55,200
+145% +$621K ﹤0.01% 5520
2020
Q1 		$392K Buy
38,000
+8,800
+30% +$118K ﹤0.01% 6860
2019
Q4 		$368K Sell
29,200
-18,800
-39% -$274K ﹤0.01% 7272
2019
Q3 		$819K Buy
48,000
+14,800
+45% +$269K ﹤0.01% 5939
2019
Q2 		$676K Buy
33,200
+9,600
+41% +$171K ﹤0.01% 6330
2019
Q1 		$350K Buy
23,600
+7,600
+48% +$131K ﹤0.01% 7385
2018
Q4 		$242K Sell
16,000
-20,000
-56% -$371K ﹤0.01% 7597
2018
Q3 		$780K Buy
36,000
+10,800
+43% +$223K ﹤0.01% 5965
2018
Q2 		$437K Buy
25,200
+10,800
+75% +$168K ﹤0.01% 6606
2018
Q1 		$201K Sell
14,400
-7,200
-33% -$88.8K ﹤0.01% 7350
2017
Q4 		$292K Sell
21,600
-6,800
-24% -$92.3K ﹤0.01% 6509
2017
Q3 		$388K Buy
28,400
+4,400
+18% +$49.8K ﹤0.01% 5677
2017
Q2 		$255K Buy
+24,000
New +$232K ﹤0.01% 6183

Other funds holding NVEE

KOC
Koss-Olinger Consulting Gainesville, Florida $1.19B AUM 15.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Citadel Advisors's NVEE Position: Q3 2025 in Review

Citadel Advisors sold out of NV5 Global (NVEE) in Q3 2025, closing a stake of 145,170 shares — an estimated $3.35M sold.

Citadel Advisors first reported a position in NVEE in Q4 2017 and held it in 27 quarters. The position peaked at $7.39M in Q2 2023. 3 funds tracked by Wall St. Rank hold NVEE as of Q3 2025.

  • Citadel Advisors reported no remaining NV5 Global position as of Q3 2025 after selling out during the quarter.
  • Citadel Advisors sold 145,170 NV5 Global shares in Q3 2025, an estimated $3.35M.
  • Citadel Advisors first reported a position in NV5 Global in Q4 2017 and held it in 27 quarters.
  • Citadel Advisors's NV5 Global position peaked at $7.39M in Q2 2023.
  • 3 funds tracked by Wall St. Rank held NV5 Global as of Q3 2025.

Based on Citadel Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.