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 Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$287K Sell
12,447
-329
-3% -$6.58K ﹤0.01% 1042
2025
Q1 		$246K Buy
+12,776
New +$234K ﹤0.01% 1021

Other funds holding NVEE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CM
Cercano Management Bellevue, Washington $2.32B AUM 30.12% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return

EP Wealth Advisors's NVEE Position: Q2 2025 in Review

EP Wealth Advisors reduced its NV5 Global (NVEE) stake by 2.6% in Q2 2025, selling an estimated $6.58K and leaving 12,447 shares worth $287K. The position accounts for ﹤0.01% of the portfolio, ranked #1042.

EP Wealth Advisors first reported a position in NVEE in Q1 2025 and has held it in 2 quarters since. 238 funds tracked by Wall St. Rank hold NVEE as of Q2 2025.

  • EP Wealth Advisors held 12,447 shares of NV5 Global worth $287K as of Q2 2025.
  • EP Wealth Advisors sold 329 NV5 Global shares in Q2 2025, an estimated $6.58K.
  • NV5 Global made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2025, its #1042 holding.
  • EP Wealth Advisors first reported a position in NV5 Global in Q1 2025 and has held it in 2 quarters since.
  • 238 funds tracked by Wall St. Rank held NV5 Global as of Q2 2025.

Based on EP Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.