Envestnet Asset Management
NVEE

Envestnet Asset Management’s NV5 Global NVEE Stock Holding History

Envestnet Asset Management’s Portfolio NVEE Stock Details NVEE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-203,381
Closed -$4.7M – 4620
2025
Q2 		$4.7M Buy
203,381
+19,474
+11% +$390K ﹤0.01% 2235
2025
Q1 		$3.54M Buy
183,907
+10,634
+6% +$195K ﹤0.01% 2365
2024
Q4 		$3.26M Buy
173,273
+9,221
+6% +$202K ﹤0.01% 2374
2024
Q3 		$3.83M Buy
164,052
+6,012
+4% +$143K ﹤0.01% 2269
2024
Q2 		$3.67M Buy
158,040
+3,452
+2% +$80.6K ﹤0.01% 2231
2024
Q1 		$3.79M Buy
154,588
+22,592
+17% +$587K ﹤0.01% 2173
2023
Q4 		$3.67M Buy
131,996
+63,852
+94% +$1.62M ﹤0.01% 2098
2023
Q3 		$1.64M Buy
68,144
+30,592
+81% +$789K ﹤0.01% 2474
2023
Q2 		$1.04M Buy
37,552
+44
+0.1% +$1.08K ﹤0.01% 2723
2023
Q1 		$975K Buy
37,508
+4,072
+12% +$122K ﹤0.01% 2697
2022
Q4 		$1.11M Buy
33,436
+356
+1% +$12.4K ﹤0.01% 2567
2022
Q3 		$1.02M Buy
33,080
+708
+2% +$23.1K ﹤0.01% 2549
2022
Q2 		$945K Buy
32,372
+10,984
+51% +$329K ﹤0.01% 2641
2022
Q1 		$713K Sell
21,388
-2,316
-10% -$68.1K ﹤0.01% 2901
2021
Q4 		$818K Buy
23,704
+3,020
+15% +$87K ﹤0.01% 2755
2021
Q3 		$510K Buy
20,684
+5,996
+41% +$148K ﹤0.01% 2952
2021
Q2 		$347K Buy
14,688
+1,696
+13% +$38.6K ﹤0.01% 3203
2021
Q1 		$314K Buy
12,992
+1,504
+13% +$35.9K ﹤0.01% 3111
2020
Q4 		$226K Buy
+11,488
New +$193K ﹤0.01% 3072
2019
Q4 		– Sell
-17,904
Closed -$306K – 3136
2019
Q3 		$306K Sell
17,904
-680
-4% -$12.4K ﹤0.01% 2660
2019
Q2 		$378K Buy
18,584
+4,692
+34% +$83.7K ﹤0.01% 2527
2019
Q1 		$206K Buy
+13,892
New +$239K ﹤0.01% 2824

Other funds holding NVEE

KOC
Koss-Olinger Consulting Gainesville, Florida $1.19B AUM 15.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Envestnet Asset Management's NVEE Position: Q3 2025 in Review

Envestnet Asset Management sold out of NV5 Global (NVEE) in Q3 2025, closing a stake of 203,381 shares — an estimated $4.7M sold.

Envestnet Asset Management first reported a position in NVEE in Q1 2019 and held it in 22 quarters. The position peaked at $4.7M in Q2 2025. 3 funds tracked by Wall St. Rank hold NVEE as of Q3 2025.

  • Envestnet Asset Management reported no remaining NV5 Global position as of Q3 2025 after selling out during the quarter.
  • Envestnet Asset Management sold 203,381 NV5 Global shares in Q3 2025, an estimated $4.7M.
  • Envestnet Asset Management first reported a position in NV5 Global in Q1 2019 and held it in 22 quarters.
  • Envestnet Asset Management's NV5 Global position peaked at $4.7M in Q2 2025.
  • 3 funds tracked by Wall St. Rank held NV5 Global as of Q3 2025.

Based on Envestnet Asset Management's 13F filing for Q3 2025, filed 5 Nov 2025.