FHA
NVEE

First Horizon Advisors’s NV5 Global NVEE Stock Holding History

First Horizon 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 		$42K Sell
1,819
-484
-21% -$9.69K ﹤0.01% 1099
2025
Q1 		$44.4K Sell
2,303
-10,000
-81% -$183K ﹤0.01% 986
2024
Q4 		$232K Buy
12,303
+443
+4% +$9.72K 0.01% 492
2024
Q3 		$277K Hold
11,860
– – 0.01% 464
2024
Q2 		$276K Buy
11,860
+10,108
+577% +$236K 0.01% 448
2024
Q1 		$42.9K Buy
1,752
+456
+35% +$11.8K ﹤0.01% 1025
2023
Q4 		$36K Buy
+1,296
New +$32.9K ﹤0.01% 1091

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

First Horizon Advisors's NVEE Position: Q2 2025 in Review

First Horizon Advisors reduced its NV5 Global (NVEE) stake by 21% in Q2 2025, selling an estimated $9.69K and leaving 1,819 shares worth $42K. The position accounts for ﹤0.01% of the portfolio, ranked #1099.

First Horizon Advisors first reported a position in NVEE in Q4 2023 and has held it in 7 quarters since. The position peaked at $277K in Q3 2024. 238 funds tracked by Wall St. Rank hold NVEE as of Q2 2025.

  • First Horizon Advisors held 1,819 shares of NV5 Global worth $42K as of Q2 2025.
  • First Horizon Advisors sold 484 NV5 Global shares in Q2 2025, an estimated $9.69K.
  • NV5 Global made up ﹤0.01% of First Horizon Advisors's portfolio in Q2 2025, its #1099 holding.
  • First Horizon Advisors first reported a position in NV5 Global in Q4 2023 and has held it in 7 quarters since.
  • First Horizon Advisors's NV5 Global position peaked at $277K in Q3 2024.
  • 238 funds tracked by Wall St. Rank held NV5 Global as of Q2 2025.

Based on First Horizon Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.