JFS Wealth Advisors’s nVent Electric NVT Stock Holding History

JFS Wealth Advisors’s Portfolio NVT Stock Details NVT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$27.1K	Buy	160 +1	+0.6%	+$156	﹤0.01%	685
2026 Q1	$18.8K	Buy	159 +11	+7%	+$1.25K	﹤0.01%	751
2025 Q4	$15.1K	Buy	148 +39	+36%	+$4.05K	﹤0.01%	845
2025 Q3	$10.8K	Hold	109	–	–	﹤0.01%	875
2025 Q2	$7.99K	Hold	109	–	–	﹤0.01%	942
2025 Q1	$5.71K	Sell	109 -10	-8%	-$632	﹤0.01%	1068
2024 Q4	$8.11K	Hold	119	–	–	﹤0.01%	926
2024 Q3	$8.36K	Buy	119 +3	+3%	+$207	﹤0.01%	919
2024 Q2	$8.89K	Sell	116 -2	-2%	-$155	﹤0.01%	833
2024 Q1	$8.9K	Hold	118	–	–	﹤0.01%	858
2023 Q4	$6.97K	Buy	118 +10	+9%	+$530	﹤0.01%	920
2023 Q3	$5.72K	Buy	108 +1	+0.9%	+$54	﹤0.01%	936
2023 Q2	$5.53K	Sell	107 -12	-10%	-$533	﹤0.01%	957
2023 Q1	$5.11K	Buy	119 +29	+32%	+$1.22K	﹤0.01%	977
2022 Q4	$3.46K	Buy	90 +24	+36%	+$886	﹤0.01%	1145
2022 Q3	$2K	Buy	66 +12	+22%	+$401	﹤0.01%	1362
2022 Q2	$2K	Sell	54 -32	-37%	-$1.09K	﹤0.01%	1357
2022 Q1	$3K	Buy	86 +46	+115%	+$1.61K	﹤0.01%	1286
2021 Q4	$2K	Buy	+40	New	+$1.42K	﹤0.01%	1121

Other funds holding NVT

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

LVM Capital Management Portage, Michigan $1.19B AUM 41.5% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Hudson Value Partners Palm Beach, Florida $398M AUM 48.26% 1-Year Est. Return