New York Life Investment Management’s NV5 Global NVEE Stock Holding History

New York Life Investment 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	-142,097	Closed	-$3.28M	–	825
2025 Q2	$3.28M	Buy	+142,097	New	+$2.84M	0.03%	422
2024 Q1	–	Sell	-13,384	Closed	-$372K	–	1469
2023 Q4	$372K	Sell	13,384 -312	-2%	-$7.92K	﹤0.01%	1059
2023 Q3	$329K	Sell	13,696 -2,160	-14%	-$55.7K	﹤0.01%	1063
2023 Q2	$439K	Sell	15,856 -2,544	-14%	-$62.4K	﹤0.01%	850
2023 Q1	$478K	Buy	+18,400	New	+$552K	0.01%	937

Other funds holding NVEE

KOC

Koss-Olinger Consulting Gainesville, Florida $1.3B AUM 18.84% 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

New York Life Investment Management's NVEE Position: Q3 2025 in Review

New York Life Investment Management sold out of NV5 Global (NVEE) in Q3 2025, closing a stake of 142,097 shares — an estimated $3.28M sold.

New York Life Investment Management first reported a position in NVEE in Q1 2023 and held it in 5 quarters. The position peaked at $3.28M in Q2 2025. 3 funds tracked by Wall St. Rank hold NVEE as of Q3 2025.

New York Life Investment Management reported no remaining NV5 Global position as of Q3 2025 after selling out during the quarter.
New York Life Investment Management sold 142,097 NV5 Global shares in Q3 2025, an estimated $3.28M.
New York Life Investment Management first reported a position in NV5 Global in Q1 2023 and held it in 5 quarters.
New York Life Investment Management's NV5 Global position peaked at $3.28M in Q2 2025.
3 funds tracked by Wall St. Rank held NV5 Global as of Q3 2025.

Based on New York Life Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.