MIM
NVMI

Morningstar Investment Management’s Nova NVMI Stock Holding History

Morningstar Investment Management’s Portfolio NVMI Stock Details NVMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-10,191
Closed -$3.26M – 421
2025
Q3 		$3.26M Buy
+10,191
New +$2.81M 0.12% 190

Other funds holding NVMI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return
UIM
USS Investment Management London, United Kingdom $27.8B AUM 39.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morningstar Investment Management's NVMI Position: Q4 2025 in Review

Morningstar Investment Management sold out of Nova (NVMI) in Q4 2025, closing a stake of 10,191 shares — an estimated $3.26M sold.

Morningstar Investment Management first reported a position in NVMI in Q3 2025 and held it in 1 quarter. The position peaked at $3.26M in Q3 2025. 291 funds tracked by Wall St. Rank hold NVMI as of Q4 2025.

  • Morningstar Investment Management reported no remaining Nova position as of Q4 2025 after selling out during the quarter.
  • Morningstar Investment Management sold 10,191 Nova shares in Q4 2025, an estimated $3.26M.
  • Morningstar Investment Management first reported a position in Nova in Q3 2025 and held it in 1 quarter.
  • Morningstar Investment Management's Nova position peaked at $3.26M in Q3 2025.
  • 291 funds tracked by Wall St. Rank held Nova as of Q4 2025.

Based on Morningstar Investment Management's 13F filing for Q4 2025, filed 9 Feb 2026.