Natixis Advisors’s NV5 Global NVEE Stock Holding History

Natixis Advisors’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	-28,914	Closed	-$668K	–	1673
2025 Q2	$668K	Sell	28,914 -3,592	-11%	-$71.9K	﹤0.01%	1409
2025 Q1	$626K	Buy	32,506 +12,512	+63%	+$229K	﹤0.01%	1408
2024 Q4	$377K	Buy	+19,994	New	+$439K	﹤0.01%	1525

Other funds holding NVEE

KOC

Koss-Olinger Consulting Gainesville, Florida $1.19B AUM 15.91% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Natixis Advisors's NVEE Position: Q3 2025 in Review

Natixis Advisors sold out of NV5 Global (NVEE) in Q3 2025, closing a stake of 28,914 shares — an estimated $668K sold.

Natixis Advisors first reported a position in NVEE in Q4 2024 and held it in 3 quarters. The position peaked at $668K in Q2 2025. 3 funds tracked by Wall St. Rank hold NVEE as of Q3 2025.

Natixis Advisors reported no remaining NV5 Global position as of Q3 2025 after selling out during the quarter.
Natixis Advisors sold 28,914 NV5 Global shares in Q3 2025, an estimated $668K.
Natixis Advisors first reported a position in NV5 Global in Q4 2024 and held it in 3 quarters.
Natixis Advisors's NV5 Global position peaked at $668K in Q2 2025.
3 funds tracked by Wall St. Rank held NV5 Global as of Q3 2025.

Based on Natixis Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.