CWM
NXH

Copia Wealth Management’s Neighborhood Intelligence Inc NXH Stock Holding History

Copia Wealth Management’s Portfolio NXH Stock Details NXH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.85K Sell
838
-153
-15% -$839 ﹤0.01% 399
2026
Q1 		$4.6K Hold
991
– – ﹤0.01% 385
2025
Q4 		$5.41K Buy
991
+2
+0.2% +$15 ﹤0.01% 373
2025
Q3 		$8.8K Buy
989
+55
+6% +$455 0.01% 326
2025
Q2 		$5.84K Sell
934
-98
-9% -$475 ﹤0.01% 329
2025
Q1 		$5.44K Buy
1,032
+331
+47% +$2.01K 0.01% 328
2024
Q4 		$3.14K Buy
+701
New +$4.46K ﹤0.01% 342

Other funds holding NXH

TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Copia Wealth Management's NXH Position: Q2 2026 in Review

Copia Wealth Management reduced its Neighborhood Intelligence Inc (NXH) stake by 15% in Q2 2026, selling an estimated $839 and leaving 838 shares worth $4.85K. The position accounts for ﹤0.01% of the portfolio, ranked #399.

Copia Wealth Management first reported a position in NXH in Q4 2024 and has held it in 7 quarters since. The position peaked at $8.8K in Q3 2025. 191 funds tracked by Wall St. Rank hold NXH as of Q2 2026.

  • Copia Wealth Management held 838 shares of Neighborhood Intelligence Inc worth $4.85K as of Q2 2026.
  • Copia Wealth Management sold 153 Neighborhood Intelligence Inc shares in Q2 2026, an estimated $839.
  • Neighborhood Intelligence Inc made up ﹤0.01% of Copia Wealth Management's portfolio in Q2 2026, its #399 holding.
  • Copia Wealth Management first reported a position in Neighborhood Intelligence Inc in Q4 2024 and has held it in 7 quarters since.
  • Copia Wealth Management's Neighborhood Intelligence Inc position peaked at $8.8K in Q3 2025.
  • 191 funds tracked by Wall St. Rank held Neighborhood Intelligence Inc as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.