Lodestone Wealth Management
NVT icon

Lodestone Wealth Management’s nVent Electric NVT Stock Holding History

Lodestone Wealth Management’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
Q3 		$261K Sell
1,629
-106
-6% -$16.6K 0.09% 163
2026
Q2 		$294K Sell
1,735
-1,406
-45% -$219K 0.1% 156
2026
Q1 		$372K Sell
3,141
-125
-4% -$14.2K 0.15% 129
2025
Q4 		$333K Sell
3,266
-55
-2% -$5.71K 0.14% 133
2025
Q3 		$328K Buy
3,321
+133
+4% +$11.6K 0.15% 133
2025
Q2 		$234K Buy
+3,188
New +$196K 0.11% 153

Other funds holding NVT

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $148B AUM 31.56% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Lodestone Wealth Management's NVT Position: Q3 2026 in Review

Lodestone Wealth Management reduced its nVent Electric (NVT) stake by 6.1% in Q3 2026, selling an estimated $16.6K and leaving 1,629 shares worth $261K. The position accounts for 0.09% of the portfolio, ranked #163.

Lodestone Wealth Management first reported a position in NVT in Q2 2025 and has held it in 6 quarters since. The position peaked at $372K in Q1 2026. 800 funds tracked by Wall St. Rank hold NVT as of Q3 2026.

  • Lodestone Wealth Management held 1,629 shares of nVent Electric worth $261K as of Q3 2026.
  • Lodestone Wealth Management sold 106 nVent Electric shares in Q3 2026, an estimated $16.6K.
  • nVent Electric made up 0.09% of Lodestone Wealth Management's portfolio in Q3 2026, its #163 holding.
  • Lodestone Wealth Management first reported a position in nVent Electric in Q2 2025 and has held it in 6 quarters since.
  • Lodestone Wealth Management's nVent Electric position peaked at $372K in Q1 2026.
  • 800 funds tracked by Wall St. Rank held nVent Electric as of Q3 2026.

Based on Lodestone Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.