Franklin Resources’s Nova NVMI Stock Holding History

Franklin Resources’s Portfolio NVMI Stock Details NVMI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$160M	Sell	295,272 -140,023	-32%	-$72M	0.03%	356
2026 Q1	$189M	Sell	435,295 -87,082	-17%	-$38.4M	0.05%	309
2025 Q4	$172M	Sell	522,377 -74,642	-13%	-$24M	0.04%	333
2025 Q3	$191M	Sell	597,019 -32,875	-5%	-$9.08M	0.05%	311
2025 Q2	$173M	Buy	629,894 +35,870	+6%	+$7.3M	0.05%	338
2025 Q1	$109M	Sell	594,024 -80,429	-12%	-$18.6M	0.03%	416
2024 Q4	$133M	Buy	674,453 +13,171	+2%	+$2.53M	0.04%	384
2024 Q3	$147M	Buy	661,282 +353,906	+115%	+$75.5M	0.04%	360
2024 Q2	$72.1M	Buy	307,376 +116,421	+61%	+$23M	0.02%	459
2024 Q1	$33.9M	Buy	+190,955	New	+$30.2M	0.01%	701

Other funds holding NVMI

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

UIM

USS Investment Management London, United Kingdom $27.8B AUM 39.42% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Franklin Resources's NVMI Position: Q2 2026 in Review

Franklin Resources reduced its Nova (NVMI) stake by 32% in Q2 2026, selling an estimated $72M and leaving 295,272 shares worth $160M. The position accounts for 0.03% of the portfolio, ranked #356.

Franklin Resources first reported a position in NVMI in Q1 2024 and has held it in 10 quarters since. The position peaked at $191M in Q3 2025. 345 funds tracked by Wall St. Rank hold NVMI as of Q2 2026.

Franklin Resources held 295,272 shares of Nova worth $160M as of Q2 2026.
Franklin Resources sold 140,023 Nova shares in Q2 2026, an estimated $72M.
Nova made up 0.03% of Franklin Resources's portfolio in Q2 2026, its #356 holding.
Franklin Resources first reported a position in Nova in Q1 2024 and has held it in 10 quarters since.
Franklin Resources's Nova position peaked at $191M in Q3 2025.
345 funds tracked by Wall St. Rank held Nova as of Q2 2026.

Based on Franklin Resources's 13F filing for Q2 2026, filed 13 Aug 2026.