EWA
NVEE

EP Wealth Advisors’s NV5 Global NVEE Stock Holding History

EP Wealth Advisors’s Portfolio NVEE Stock Details NVEE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$287K Sell
12,447
-329
-3% -$7.6K ﹤0.01% 1042
2025
Q1 		$246K Buy
+12,776
New +$246K ﹤0.01% 1021