Essex Investment Management’s NV5 Global NVEE Stock Holding History

Essex Investment 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	-5,600	Closed	-$129K	–	317
2025 Q2	$129K	Hold	5,600	–	–	0.02%	215
2025 Q1	$108K	Hold	5,600	–	–	0.02%	217
2024 Q4	$106K	Hold	5,600	–	–	0.02%	222
2024 Q3	$131K	Hold	5,600	–	–	0.02%	218
2024 Q2	$130K	Hold	5,600	–	–	0.02%	215
2024 Q1	$137K	Hold	5,600	–	–	0.03%	214
2023 Q4	$156K	Hold	5,600	–	–	0.03%	223
2023 Q3	$135K	Sell	5,600 -1,200	-18%	-$30.9K	0.02%	281
2023 Q2	$188K	Hold	6,800	–	–	0.03%	279
2023 Q1	$177K	Hold	6,800	–	–	0.03%	279
2022 Q4	$225K	Hold	6,800	–	–	0.04%	273
2022 Q3	$210K	Hold	6,800	–	–	0.03%	275
2022 Q2	$198K	Buy	+6,800	New	+$204K	0.03%	284

Other funds holding NVEE

KOC

Koss-Olinger Consulting Gainesville, Florida $1.3B AUM 18.84% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Essex Investment Management's NVEE Position: Q3 2025 in Review

Essex Investment Management sold out of NV5 Global (NVEE) in Q3 2025, closing a stake of 5,600 shares — an estimated $129K sold.

Essex Investment Management first reported a position in NVEE in Q2 2022 and held it in 13 quarters. The position peaked at $225K in Q4 2022. 3 funds tracked by Wall St. Rank hold NVEE as of Q3 2025.

Essex Investment Management reported no remaining NV5 Global position as of Q3 2025 after selling out during the quarter.
Essex Investment Management sold 5,600 NV5 Global shares in Q3 2025, an estimated $129K.
Essex Investment Management first reported a position in NV5 Global in Q2 2022 and held it in 13 quarters.
Essex Investment Management's NV5 Global position peaked at $225K in Q4 2022.
3 funds tracked by Wall St. Rank held NV5 Global as of Q3 2025.

Based on Essex Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.