IFWM
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Institute for Wealth Management’s NOV NOV Stock Holding History

Institute for Wealth Management’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
2026
Q2 		$21.8K Sell
1,175
-31,619
-96% -$630K ﹤0.01% 1109
2026
Q1 		$617K Hold
32,794
– – 0.07% 273
2025
Q4 		$513K Buy
+32,794
New +$486K 0.05% 310
2024
Q4 		– Sell
-13,775
Closed -$220K – 548
2024
Q3 		$220K Hold
13,775
– – 0.03% 500
2024
Q2 		$262K Hold
13,775
– – 0.04% 420
2024
Q1 		$269K Buy
+13,775
New +$256K 0.03% 415

Other funds holding NOV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Institute for Wealth Management's NOV Position: Q2 2026 in Review

Institute for Wealth Management reduced its NOV (NOV) stake by 96% in Q2 2026, selling an estimated $630K and leaving 1,175 shares worth $21.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1109.

Institute for Wealth Management first reported a position in NOV in Q1 2024 and has held it in 6 quarters since. The position peaked at $617K in Q1 2026. 489 funds tracked by Wall St. Rank hold NOV as of Q2 2026.

  • Institute for Wealth Management held 1,175 shares of NOV worth $21.8K as of Q2 2026.
  • Institute for Wealth Management sold 31,619 NOV shares in Q2 2026, an estimated $630K.
  • NOV made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1109 holding.
  • Institute for Wealth Management first reported a position in NOV in Q1 2024 and has held it in 6 quarters since.
  • Institute for Wealth Management's NOV position peaked at $617K in Q1 2026.
  • 489 funds tracked by Wall St. Rank held NOV as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.