Creative Planning
NVMI

Creative Planning’s Nova NVMI Stock Holding History

Creative Planning’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
Q2 		$2.43M Buy
4,475
+193
+5% +$99.2K ﹤0.01% 1926
2026
Q1 		$1.86M Buy
4,282
+2,202
+106% +$970K ﹤0.01% 1950
2025
Q4 		$683K Buy
2,080
+132
+7% +$42.4K ﹤0.01% 2582
2025
Q3 		$623K Buy
1,948
+285
+17% +$78.7K ﹤0.01% 2539
2025
Q2 		$458K Buy
1,663
+88
+6% +$17.9K ﹤0.01% 2538
2025
Q1 		$290K Buy
1,575
+86
+6% +$19.9K ﹤0.01% 2784
2024
Q4 		$293K Sell
1,489
-7
-0.5% -$1.34K ﹤0.01% 2684
2024
Q3 		$312K Sell
1,496
-2,071
-58% -$442K ﹤0.01% 2486
2024
Q2 		$837K Buy
3,567
+155
+5% +$30.7K ﹤0.01% 1552
2024
Q1 		$605K Buy
3,412
+248
+8% +$39.2K ﹤0.01% 1706
2023
Q4 		$435K Sell
3,164
-321
-9% -$37.1K ﹤0.01% 1800
2023
Q3 		$392K Buy
3,485
+74
+2% +$8.7K ﹤0.01% 1732
2023
Q2 		$400K Buy
3,411
+518
+18% +$53K ﹤0.01% 1703
2023
Q1 		$302K Buy
2,893
+10
+0.3% +$935 ﹤0.01% 1819
2022
Q4 		$235K Sell
2,883
-702
-20% -$57.3K ﹤0.01% 1911
2022
Q3 		$306K Buy
3,585
+370
+12% +$36.3K ﹤0.01% 1633
2022
Q2 		$285K Buy
3,215
+114
+4% +$11.4K ﹤0.01% 1649
2022
Q1 		$338K Hold
3,101
– – ﹤0.01% 1549
2021
Q4 		$454K Sell
3,101
-470
-13% -$56.9K ﹤0.01% 1373
2021
Q3 		$365K Buy
3,571
+106
+3% +$10.5K ﹤0.01% 1482
2021
Q2 		$357K Sell
3,465
-200
-5% -$19.3K ﹤0.01% 1464
2021
Q1 		$334K Hold
3,665
– – ﹤0.01% 1725
2020
Q4 		$259K Buy
+3,665
New +$228K ﹤0.01% 1712
2017
Q3 		– Sell
-4,065
Closed -$90K – 3105
2017
Q2 		$90K Buy
4,065
+4,000
+6,154% +$89K ﹤0.01% 2061
2017
Q1 		$1K Buy
+65
New +$1.04K ﹤0.01% 4474
2015
Q2 		– Sell
-600
Closed -$7K – 2376
2015
Q1 		$7K Sell
600
-1,000
-63% -$11.2K ﹤0.01% 3397
2014
Q4 		$17K Buy
+1,600
New +$16.4K ﹤0.01% 2770

Other funds holding NVMI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
UIM
USS Investment Management London, United Kingdom $27.8B AUM 39.42% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Creative Planning's NVMI Position: Q2 2026 in Review

Creative Planning increased its Nova (NVMI) stake by 4.5% in Q2 2026, buying an estimated $99.2K and bringing the position to 4,475 shares worth $2.43M. The position accounts for ﹤0.01% of the portfolio, ranked #1926.

Creative Planning first reported a position in NVMI in Q4 2014 and has held it in 27 quarters since. 345 funds tracked by Wall St. Rank hold NVMI as of Q2 2026.

  • Creative Planning held 4,475 shares of Nova worth $2.43M as of Q2 2026.
  • Creative Planning bought 193 Nova shares in Q2 2026, an estimated $99.2K.
  • Nova made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1926 holding.
  • Creative Planning first reported a position in Nova in Q4 2014 and has held it in 27 quarters since.
  • 345 funds tracked by Wall St. Rank held Nova as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.