Cypress Wealth Services’s NovaGold Resources NG Stock Holding History

Cypress Wealth Services’s Portfolio NG Stock Details NG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$61K	Hold	10,214	–	–	0.01%	424
2026 Q1	$91.7K	Hold	10,214	–	–	0.01%	389
2025 Q4	$95.2K	Sell	10,214 -10,000	-49%	-$92.7K	0.01%	381
2025 Q3	$178K	Buy	20,214 +5	+0%	+$31	0.03%	339
2025 Q2	$82.7K	Hold	20,209	–	–	0.01%	312
2025 Q1	$59K	Buy	20,209 +300	+2%	+$965	0.01%	280
2024 Q4	$66.3K	Sell	19,909 -200	-1%	-$707	0.01%	276
2024 Q3	$82.4K	Sell	20,109 -100	-0.5%	-$425	0.02%	279
2024 Q2	$69.9K	Buy	+20,209	New	+$67K	0.02%	256

Other funds holding NG

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

KIC

Keating Investment Counselors Delray Beach, Florida $364M AUM 22.11% 1-Year Est. Return

QFA

Quattro Financial Advisors The Woodlands, Texas $468M AUM 13.49% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

NRW

Nova R Wealth Overland Park, Kansas $343M AUM 17.7% 1-Year Est. Return

CFG

Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return

SWP

Significant Wealth Partners Cary, Illinois $92.4M AUM 9.22% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

HIA

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

Cypress Wealth Services's NG Position: Q2 2026 in Review

Cypress Wealth Services held its NovaGold Resources (NG) position steady in Q2 2026 at 10,214 shares worth $61K. The position accounts for 0.01% of the portfolio, ranked #424.

Cypress Wealth Services first reported a position in NG in Q2 2024 and has held it in 9 quarters since. The position peaked at $178K in Q3 2025. 22 funds tracked by Wall St. Rank hold NG as of Q2 2026.

Cypress Wealth Services held 10,214 shares of NovaGold Resources worth $61K as of Q2 2026.
Cypress Wealth Services left its NovaGold Resources share count unchanged in Q2 2026.
NovaGold Resources made up 0.01% of Cypress Wealth Services's portfolio in Q2 2026, its #424 holding.
Cypress Wealth Services first reported a position in NovaGold Resources in Q2 2024 and has held it in 9 quarters since.
Cypress Wealth Services's NovaGold Resources position peaked at $178K in Q3 2025.
22 funds tracked by Wall St. Rank held NovaGold Resources as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.