First Manhattan’s NOV NOV Stock Holding History

First Manhattan’s Portfolio NOV Stock Details NOV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-12,995	Closed	-$198K	–	714
2025 Q1	$198K	Hold	12,995	–	–	﹤0.01%	649
2024 Q4	$190K	Sell	12,995 -786	-6%	-$12.3K	﹤0.01%	655
2024 Q3	$220K	Hold	13,781	–	–	﹤0.01%	638
2024 Q2	$262K	Hold	13,781	–	–	﹤0.01%	594
2024 Q1	$269K	Sell	13,781 -178	-1%	-$3.31K	﹤0.01%	608
2023 Q4	$283K	Sell	13,959 -228	-2%	-$4.48K	﹤0.01%	585
2023 Q3	$297K	Hold	14,187	–	–	﹤0.01%	580
2023 Q2	$228K	Hold	14,187	–	–	﹤0.01%	637
2023 Q1	$263K	Hold	14,187	–	–	﹤0.01%	624
2022 Q4	$296K	Hold	14,187	–	–	﹤0.01%	620
2022 Q3	$229K	Hold	14,187	–	–	﹤0.01%	663
2022 Q2	$239K	Hold	14,187	–	–	﹤0.01%	680
2022 Q1	$278K	Hold	14,187	–	–	﹤0.01%	698
2021 Q4	$192K	Sell	14,187 -1,250	-8%	-$17.1K	﹤0.01%	748
2021 Q3	$202K	Hold	15,437	–	–	﹤0.01%	730
2021 Q2	$236K	Hold	15,437	–	–	﹤0.01%	712
2021 Q1	$211K	Hold	15,437	–	–	﹤0.01%	693
2020 Q4	$211K	Sell	15,437 -3,535	-19%	-$40K	﹤0.01%	660
2020 Q3	$171K	Buy	18,972 +67	+0.4%	+$783	﹤0.01%	675
2020 Q2	$231K	Sell	18,905 -6,422	-25%	-$78.9K	﹤0.01%	625
2020 Q1	$248K	Hold	25,327	–	–	﹤0.01%	580
2019 Q4	$634K	Hold	25,327	–	–	﹤0.01%	486
2019 Q3	$536K	Sell	25,327 -266	-1%	-$5.67K	﹤0.01%	512
2019 Q2	$568K	Hold	25,593	–	–	﹤0.01%	530
2019 Q1	$681K	Sell	25,593 -4,811	-16%	-$137K	﹤0.01%	503
2018 Q4	$781K	Buy	30,404 +677	+2%	+$23.4K	﹤0.01%	472
2018 Q3	$1.28M	Sell	29,727 -373	-1%	-$16.7K	0.01%	428
2018 Q2	$1.31M	Sell	30,100 -2,786	-8%	-$113K	0.01%	408
2018 Q1	$1.21M	Hold	32,886	–	–	0.01%	412
2017 Q4	$1.18M	Hold	32,886	–	–	0.01%	427
2017 Q3	$1.18M	Buy	32,886 +50	+0.2%	+$1.63K	0.01%	410
2017 Q2	$1.08M	Hold	32,836	–	–	0.01%	421
2017 Q1	$1.32M	Hold	32,836	–	–	0.01%	392
2016 Q4	$1.23M	Sell	32,836 -98	-0.3%	-$3.57K	0.01%	391
2016 Q3	$1.21M	Sell	32,934 -1,750	-5%	-$58.8K	0.01%	399
2016 Q2	$1.17M	Sell	34,684 -750	-2%	-$24.1K	0.01%	404
2016 Q1	$1.1M	Sell	35,434 -141	-0.4%	-$4.31K	0.01%	406
2015 Q4	$1.19M	Sell	35,575 -1,267	-3%	-$47.1K	0.01%	403
2015 Q3	$1.39M	Sell	36,842 -214	-0.6%	-$8.75K	0.01%	375
2015 Q2	$1.79M	Sell	37,056 -8,425	-19%	-$433K	0.01%	358
2015 Q1	$2.27M	Hold	45,481	–	–	0.01%	332
2014 Q4	$2.98M	Sell	45,481 -803	-2%	-$55.9K	0.02%	309
2014 Q3	$3.52M	Sell	46,284 -43	-0.1%	-$3.56K	0.02%	284
2014 Q2	$3.81M	Sell	46,327 -5,002	-10%	-$373K	0.02%	272
2014 Q1	$3.6M	Hold	51,329	–	–	0.02%	275
2013 Q4	$3.68M	Sell	51,329 -248	-0.5%	-$18K	0.02%	268
2013 Q3	$3.63M	Hold	51,577	–	–	0.03%	260
2013 Q2	$3.31M	Buy	+51,577	New	+$3.18M	0.02%	268

Other funds holding NOV

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

FPA

First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

First Manhattan's NOV Position: Q2 2025 in Review

First Manhattan sold out of NOV (NOV) in Q2 2025, closing a stake of 12,995 shares — an estimated $198K sold.

First Manhattan first reported a position in NOV in Q2 2013 and held it in 48 quarters. The position peaked at $3.81M in Q2 2014. 431 funds tracked by Wall St. Rank hold NOV as of Q2 2025.

First Manhattan reported no remaining NOV position as of Q2 2025 after selling out during the quarter.
First Manhattan sold 12,995 NOV shares in Q2 2025, an estimated $198K.
First Manhattan first reported a position in NOV in Q2 2013 and held it in 48 quarters.
First Manhattan's NOV position peaked at $3.81M in Q2 2014.
431 funds tracked by Wall St. Rank held NOV as of Q2 2025.

Based on First Manhattan's 13F filing for Q2 2025, filed 14 Aug 2025.