Congress Asset Management’s Nova NVMI Stock Holding History

Congress Asset Management’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	$844K	Sell	2,192 -125,718	-98%	-$50.1M	0.01%	333
2026 Q2	$69.4M	Sell	127,910 -111,798	-47%	-$57.5M	0.43%	89
2026 Q1	$104M	Sell	239,708 -51,567	-18%	-$22.7M	0.75%	38
2025 Q4	$95.7M	Buy	291,275 +5,199	+2%	+$1.67M	0.67%	51
2025 Q3	$91.4M	Buy	286,076 +7,438	+3%	+$2.05M	0.61%	60
2025 Q2	$76.7M	Buy	278,638 +3,759	+1%	+$765K	0.53%	78
2025 Q1	$50.7M	Buy	274,879 +22,990	+9%	+$5.31M	0.38%	103
2024 Q4	$49.6M	Buy	251,889 +18,024	+8%	+$3.46M	0.34%	105
2024 Q3	$48.7M	Buy	233,865 +6,304	+3%	+$1.34M	0.33%	104
2024 Q2	$53.4M	Buy	227,561 +17,172	+8%	+$3.4M	0.38%	91
2024 Q1	$37.3M	Buy	210,389 +205,152	+3,917%	+$32.4M	0.27%	106
2023 Q4	$720K	Buy	+5,237	New	+$605K	0.01%	332

Other funds holding NVMI

IFS

Integrated Financial Solutions Reston, Virginia $195M AUM 46.13% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return

EWP

Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Planning Strategies Lancaster, Pennsylvania $169M AUM

Congress Asset Management's NVMI Position: Q3 2026 in Review

Congress Asset Management reduced its Nova (NVMI) stake by 98% in Q3 2026, selling an estimated $50.1M and leaving 2,192 shares worth $844K. The position accounts for 0.01% of the portfolio, ranked #333.

Congress Asset Management first reported a position in NVMI in Q4 2023 and has held it in 12 quarters since. The position peaked at $104M in Q1 2026. 10 funds tracked by Wall St. Rank hold NVMI as of Q3 2026.

Congress Asset Management held 2,192 shares of Nova worth $844K as of Q3 2026.
Congress Asset Management sold 125,718 Nova shares in Q3 2026, an estimated $50.1M.
Nova made up 0.01% of Congress Asset Management's portfolio in Q3 2026, its #333 holding.
Congress Asset Management first reported a position in Nova in Q4 2023 and has held it in 12 quarters since.
Congress Asset Management's Nova position peaked at $104M in Q1 2026.
10 funds tracked by Wall St. Rank held Nova as of Q3 2026.

Based on Congress Asset Management's 13F filing for Q3 2026, filed 6 Oct 2026.