Morgan Stanley
NVEE

Morgan Stanley’s NV5 Global NVEE Stock Holding History

Morgan Stanley’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
-501,309
Closed -$11.6M – 8302
2025
Q2 		$11.6M Sell
501,309
-241,248
-32% -$4.83M ﹤0.01% 3305
2025
Q1 		$14.3M Buy
742,557
+127,918
+21% +$2.34M ﹤0.01% 3015
2024
Q4 		$11.6M Buy
614,639
+42,559
+7% +$933K ﹤0.01% 3287
2024
Q3 		$13.4M Buy
572,080
+102,936
+22% +$2.45M ﹤0.01% 3191
2024
Q2 		$10.9M Sell
469,144
-1,594,832
-77% -$37.2M ﹤0.01% 3258
2024
Q1 		$50.6M Sell
2,063,976
-2,417,384
-54% -$62.8M ﹤0.01% 1747
2023
Q4 		$124M Buy
4,481,360
+2,508,156
+127% +$63.7M 0.01% 1508
2023
Q3 		$47.5M Buy
1,973,204
+1,513,412
+329% +$39M ﹤0.01% 1631
2023
Q2 		$12.7M Sell
459,792
-105,044
-19% -$2.58M ﹤0.01% 2933
2023
Q1 		$14.7M Sell
564,836
-150,616
-21% -$4.52M ﹤0.01% 2763
2022
Q4 		$23.7M Buy
715,452
+17,364
+2% +$604K ﹤0.01% 2177
2022
Q3 		$21.6M Buy
698,088
+21,616
+3% +$706K ﹤0.01% 2108
2022
Q2 		$19.7M Buy
676,472
+4,848
+0.7% +$145K ﹤0.01% 2305
2022
Q1 		$22.4M Buy
671,624
+146,712
+28% +$4.31M ﹤0.01% 1997
2021
Q4 		$18.1M Buy
524,912
+147,180
+39% +$4.24M ﹤0.01% 2267
2021
Q3 		$9.31M Buy
377,732
+65,580
+21% +$1.62M ﹤0.01% 2974
2021
Q2 		$7.38M Buy
312,152
+5,388
+2% +$122K ﹤0.01% 3354
2021
Q1 		$7.41M Buy
306,764
+144,740
+89% +$3.45M ﹤0.01% 2987
2020
Q4 		$3.19M Buy
162,024
+10,068
+7% +$169K ﹤0.01% 3748
2020
Q3 		$2M Buy
151,956
+49,704
+49% +$663K ﹤0.01% 3656
2020
Q2 		$1.3M Buy
102,252
+26,492
+35% +$298K ﹤0.01% 3962
2020
Q1 		$782K Sell
75,760
-92,392
-55% -$1.23M ﹤0.01% 4114
2019
Q4 		$2.12M Sell
168,152
-168,728
-50% -$2.46M ﹤0.01% 3990
2019
Q3 		$5.75M Buy
336,880
+45,980
+16% +$836K ﹤0.01% 2709
2019
Q2 		$5.92M Buy
290,900
+59,104
+25% +$1.05M ﹤0.01% 2743
2019
Q1 		$3.44M Buy
231,796
+21,556
+10% +$371K ﹤0.01% 3074
2018
Q4 		$3.18M Buy
210,240
+58,296
+38% +$1.08M ﹤0.01% 3367
2018
Q3 		$3.29M Sell
151,944
-10,792
-7% -$222K ﹤0.01% 3597
2018
Q2 		$2.82M Buy
162,736
+10,364
+7% +$161K ﹤0.01% 3761
2018
Q1 		$2.12M Sell
152,372
-59,036
-28% -$728K ﹤0.01% 3955
2017
Q4 		$2.86M Buy
211,408
+9,084
+4% +$123K ﹤0.01% 3691
2017
Q3 		$2.76M Buy
202,324
+79,068
+64% +$895K ﹤0.01% 3566
2017
Q2 		$1.31M Buy
123,256
+77,556
+170% +$749K ﹤0.01% 4168
2017
Q1 		$430K Sell
45,700
-44,084
-49% -$416K ﹤0.01% 4928
2016
Q4 		$750K Buy
89,784
+78,292
+681% +$642K ﹤0.01% 4667
2016
Q3 		$93K Buy
11,492
+7,108
+162% +$56.2K ﹤0.01% 5339
2016
Q2 		$32K Sell
4,384
-3,124
-42% -$21.1K ﹤0.01% 5686
2016
Q1 		$50K Sell
7,508
-2,216
-23% -$11.4K ﹤0.01% 5609
2015
Q4 		$54K Sell
9,724
-105,836
-92% -$578K ﹤0.01% 5683
2015
Q3 		$536K Buy
115,560
+109,736
+1,884% +$625K ﹤0.01% 4560
2015
Q2 		$35K Buy
5,824
+3,256
+127% +$17.1K ﹤0.01% 5986
2015
Q1 		$10K Buy
2,568
+1,628
+173% +$5.21K ﹤0.01% 6221
2014
Q4 		$3K Buy
940
+900
+2,250% +$2.58K ﹤0.01% 6397
2014
Q3 		$0 Hold
40
– – ﹤0.01% 6627
2014
Q2 		$0 Sell
40
-220
-85% -$543 ﹤0.01% 6567
2014
Q1 		$1K Sell
260
-1,564
-86% -$3.14K ﹤0.01% 6397
2013
Q4 		$4K Buy
+1,824
New +$3.8K ﹤0.01% 6185

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

Morgan Stanley's NVEE Position: Q3 2025 in Review

Morgan Stanley sold out of NV5 Global (NVEE) in Q3 2025, closing a stake of 501,309 shares — an estimated $11.6M sold.

Morgan Stanley first reported a position in NVEE in Q4 2013 and held it in 47 quarters. The position peaked at $124M in Q4 2023. 3 funds tracked by Wall St. Rank hold NVEE as of Q3 2025.

  • Morgan Stanley reported no remaining NV5 Global position as of Q3 2025 after selling out during the quarter.
  • Morgan Stanley sold 501,309 NV5 Global shares in Q3 2025, an estimated $11.6M.
  • Morgan Stanley first reported a position in NV5 Global in Q4 2013 and held it in 47 quarters.
  • Morgan Stanley's NV5 Global position peaked at $124M in Q4 2023.
  • 3 funds tracked by Wall St. Rank held NV5 Global as of Q3 2025.

Based on Morgan Stanley's 13F filing for Q3 2025, filed 14 Nov 2025.