DWM
NVNI

Drive Wealth Management’s Nvni Group NVNI Stock Holding History

Drive Wealth Management’s Portfolio NVNI Stock Details NVNI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$78.4K Hold
82,502
– – 0.01% 455
2026
Q1 		$94.9K Hold
82,502
– – 0.02% 368
2025
Q4 		$219K Buy
82,502
+51,626
+167% +$175K 0.04% 341
2025
Q3 		$256K Sell
30,876
-3,000
-9% -$18.6K 0.05% 268
2025
Q2 		$100K Sell
33,876
-8,350
-20% -$26.4K 0.02% 334
2025
Q1 		$90.4K Buy
+42,226
New +$909K 0.02% 315

Other funds holding NVNI

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CCA
Cygnus Capital Advisors Atlanta, Georgia $147M AUM
SIA
Soltis Investment Advisors St. George, Utah $1.8B AUM 27.41% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $7.72B AUM 32.88% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
T2I
Turim 21 Investimentos Rio De Janeiro, Brazil $613M AUM 14.25% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
CVM
Cheviot Value Management Beverly Hills, California $984M AUM 24.46% 1-Year Est. Return

Drive Wealth Management's NVNI Position: Q2 2026 in Review

Drive Wealth Management held its Nvni Group (NVNI) position steady in Q2 2026 at 82,502 shares worth $78.4K. The position accounts for 0.01% of the portfolio, ranked #455.

Drive Wealth Management first reported a position in NVNI in Q1 2025 and has held it in 6 quarters since. The position peaked at $256K in Q3 2025. 13 funds tracked by Wall St. Rank hold NVNI as of Q2 2026.

  • Drive Wealth Management held 82,502 shares of Nvni Group worth $78.4K as of Q2 2026.
  • Drive Wealth Management left its Nvni Group share count unchanged in Q2 2026.
  • Nvni Group made up 0.01% of Drive Wealth Management's portfolio in Q2 2026, its #455 holding.
  • Drive Wealth Management first reported a position in Nvni Group in Q1 2025 and has held it in 6 quarters since.
  • Drive Wealth Management's Nvni Group position peaked at $256K in Q3 2025.
  • 13 funds tracked by Wall St. Rank held Nvni Group as of Q2 2026.

Based on Drive Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.