CWM
NVMI

Congress Wealth Management’s Nova NVMI Stock Holding History

Congress Wealth 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
2025
Q2 		$10.4M Sell
37,665
-560
-1% -$114K 0.1% 239
2025
Q1 		$7.05M Buy
38,225
+1,251
+3% +$289K 0.08% 269
2024
Q4 		$7.28M Buy
36,974
+1,442
+4% +$277K 0.1% 236
2024
Q3 		$7.4M Buy
35,532
+269
+0.8% +$57.4K 0.1% 246
2024
Q2 		$8.27M Buy
35,263
+2,918
+9% +$578K 0.13% 197
2024
Q1 		$5.74M Buy
+32,345
New +$5.11M 0.1% 211

Other funds holding NVMI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return
UIM
USS Investment Management London, United Kingdom $27.8B AUM 39.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Congress Wealth Management's NVMI Position: Q2 2025 in Review

Congress Wealth Management reduced its Nova (NVMI) stake by 1.5% in Q2 2025, selling an estimated $114K and leaving 37,665 shares worth $10.4M. The position accounts for 0.1% of the portfolio, ranked #239.

Congress Wealth Management first reported a position in NVMI in Q1 2024 and has held it in 6 quarters since. 235 funds tracked by Wall St. Rank hold NVMI as of Q2 2025.

  • Congress Wealth Management held 37,665 shares of Nova worth $10.4M as of Q2 2025.
  • Congress Wealth Management sold 560 Nova shares in Q2 2025, an estimated $114K.
  • Nova made up 0.1% of Congress Wealth Management's portfolio in Q2 2025, its #239 holding.
  • Congress Wealth Management first reported a position in Nova in Q1 2024 and has held it in 6 quarters since.
  • 235 funds tracked by Wall St. Rank held Nova as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.