J. Goldman & Co’s NV5 Global NVEE Stock Holding History

J. Goldman & Co’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	-609,115	Closed	-$14.1M	–	565
2025 Q2	$14.1M	Buy	+609,115	New	+$12.2M	0.34%	102

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

J. Goldman & Co's NVEE Position: Q3 2025 in Review

J. Goldman & Co sold out of NV5 Global (NVEE) in Q3 2025, closing a stake of 609,115 shares — an estimated $14.1M sold.

J. Goldman & Co first reported a position in NVEE in Q2 2025 and held it in 1 quarter. The position peaked at $14.1M in Q2 2025. 3 funds tracked by Wall St. Rank hold NVEE as of Q3 2025.

J. Goldman & Co reported no remaining NV5 Global position as of Q3 2025 after selling out during the quarter.
J. Goldman & Co sold 609,115 NV5 Global shares in Q3 2025, an estimated $14.1M.
J. Goldman & Co first reported a position in NV5 Global in Q2 2025 and held it in 1 quarter.
J. Goldman & Co's NV5 Global position peaked at $14.1M in Q2 2025.
3 funds tracked by Wall St. Rank held NV5 Global as of Q3 2025.

Based on J. Goldman & Co's 13F filing for Q3 2025, filed 14 Nov 2025.