HSBC Holdings’s NV5 Global NVEE Stock Holding History

HSBC Holdings’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	-9,920	Closed	-$229K	–	3014
2025 Q2	$229K	Sell	9,920 -11,317	-53%	-$227K	﹤0.01%	2609
2025 Q1	$411K	Buy	+21,237	New	+$389K	﹤0.01%	2182
2023 Q1	–	Sell	-13,084	Closed	-$434K	–	2929
2022 Q4	$434K	Buy	13,084 +2,756	+27%	+$95.8K	﹤0.01%	2352
2022 Q3	$321K	Sell	10,328 -3,540	-26%	-$116K	﹤0.01%	2381
2022 Q2	$405K	Sell	13,868 -1,376	-9%	-$41.3K	﹤0.01%	2458
2022 Q1	$508K	Buy	15,244 +5,180	+51%	+$152K	﹤0.01%	2410
2021 Q4	$347K	Buy	+10,064	New	+$290K	﹤0.01%	2684

Other funds holding NVEE

KOC

Koss-Olinger Consulting Gainesville, Florida $1.19B AUM 15.91% 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

HSBC Holdings's NVEE Position: Q3 2025 in Review

HSBC Holdings sold out of NV5 Global (NVEE) in Q3 2025, closing a stake of 9,920 shares — an estimated $229K sold.

HSBC Holdings first reported a position in NVEE in Q4 2021 and held it in 7 quarters. The position peaked at $508K in Q1 2022. 3 funds tracked by Wall St. Rank hold NVEE as of Q3 2025.

HSBC Holdings reported no remaining NV5 Global position as of Q3 2025 after selling out during the quarter.
HSBC Holdings sold 9,920 NV5 Global shares in Q3 2025, an estimated $229K.
HSBC Holdings first reported a position in NV5 Global in Q4 2021 and held it in 7 quarters.
HSBC Holdings's NV5 Global position peaked at $508K in Q1 2022.
3 funds tracked by Wall St. Rank held NV5 Global as of Q3 2025.

Based on HSBC Holdings's 13F filing for Q3 2025, filed 13 Nov 2025.