LFG
NVEE

Larson Financial Group’s NV5 Global NVEE Stock Holding History

Larson Financial Group’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
Q2 		– Sell
-4
Closed -$77 – 3435
2025
Q1 		$77 Hold
4
– – ﹤0.01% 2957
2024
Q4 		$75 Hold
4
– – ﹤0.01% 2649
2024
Q3 		$93 Hold
4
– – ﹤0.01% 2547
2024
Q2 		$93 Buy
+4
New +$93 ﹤0.01% 2261

Other funds holding NVEE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CM
Cercano Management Bellevue, Washington $2.32B AUM 30.12% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return

Larson Financial Group's NVEE Position: Q2 2025 in Review

Larson Financial Group sold out of NV5 Global (NVEE) in Q2 2025, closing a stake of 4 shares — an estimated $77 sold.

Larson Financial Group first reported a position in NVEE in Q2 2024 and held it in 4 quarters. The position peaked at $93 in Q3 2024. 238 funds tracked by Wall St. Rank hold NVEE as of Q2 2025.

  • Larson Financial Group reported no remaining NV5 Global position as of Q2 2025 after selling out during the quarter.
  • Larson Financial Group sold 4 NV5 Global shares in Q2 2025, an estimated $77.
  • Larson Financial Group first reported a position in NV5 Global in Q2 2024 and held it in 4 quarters.
  • Larson Financial Group's NV5 Global position peaked at $93 in Q3 2024.
  • 238 funds tracked by Wall St. Rank held NV5 Global as of Q2 2025.

Based on Larson Financial Group's 13F filing for Q2 2025, filed 8 Aug 2025.