CT
NVEE

Clearstead Trust’s NV5 Global NVEE Stock Holding History

Clearstead Trust’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
-42
Closed -$970 – 1550
2025
Q2 		$970 Buy
+42
New +$841 ﹤0.01% 1171

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

Clearstead Trust's NVEE Position: Q3 2025 in Review

Clearstead Trust sold out of NV5 Global (NVEE) in Q3 2025, closing a stake of 42 shares — an estimated $970 sold.

Clearstead Trust first reported a position in NVEE in Q2 2025 and held it in 1 quarter. The position peaked at $970 in Q2 2025. 3 funds tracked by Wall St. Rank hold NVEE as of Q3 2025.

  • Clearstead Trust reported no remaining NV5 Global position as of Q3 2025 after selling out during the quarter.
  • Clearstead Trust sold 42 NV5 Global shares in Q3 2025, an estimated $970.
  • Clearstead Trust first reported a position in NV5 Global in Q2 2025 and held it in 1 quarter.
  • Clearstead Trust's NV5 Global position peaked at $970 in Q2 2025.
  • 3 funds tracked by Wall St. Rank held NV5 Global as of Q3 2025.

Based on Clearstead Trust's 13F filing for Q3 2025, filed 10 Nov 2025.