MCM
NVEE

MAI Capital Management’s NV5 Global NVEE Stock Holding History

MAI Capital Management’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
-57
Closed -$1.32K – 4035
2025
Q2 		$1.32K Buy
+57
New +$1.14K ﹤0.01% 3549

Other funds holding NVEE

KOC
Koss-Olinger Consulting Gainesville, Florida $1.19B AUM 15.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

MAI Capital Management's NVEE Position: Q3 2025 in Review

MAI Capital Management sold out of NV5 Global (NVEE) in Q3 2025, closing a stake of 57 shares — an estimated $1.32K sold.

MAI Capital Management first reported a position in NVEE in Q2 2025 and held it in 1 quarter. The position peaked at $1.32K in Q2 2025. 3 funds tracked by Wall St. Rank hold NVEE as of Q3 2025.

  • MAI Capital Management reported no remaining NV5 Global position as of Q3 2025 after selling out during the quarter.
  • MAI Capital Management sold 57 NV5 Global shares in Q3 2025, an estimated $1.32K.
  • MAI Capital Management first reported a position in NV5 Global in Q2 2025 and held it in 1 quarter.
  • MAI Capital Management's NV5 Global position peaked at $1.32K in Q2 2025.
  • 3 funds tracked by Wall St. Rank held NV5 Global as of Q3 2025.

Based on MAI Capital Management's 13F filing for Q3 2025, filed 10 Nov 2025.