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 $1.9T AUM 41.92% 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 $16.5B AUM 68.34% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
UIM
USS Investment Management London, United Kingdom $25.6B AUM 30.22% 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 $9.12B AUM 42.07% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return