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NCSM icon

NewEdge Advisors’s NCS Multistage Holdings NCSM Stock Holding History

NewEdge Advisors’s Portfolio NCSM Stock Details NCSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-10,383
Closed -$410K – 4301
2025
Q4 		$410K Buy
10,383
+3,296
+47% +$132K ﹤0.01% 2110
2025
Q3 		$362K Sell
7,087
-1,088
-13% -$40.9K ﹤0.01% 2042
2025
Q2 		$241K Buy
8,175
+7,964
+3,774% +$244K ﹤0.01% 2127
2025
Q1 		$7.38K Sell
211
-67
-24% -$1.99K ﹤0.01% 3191
2024
Q4 		$7.22K Buy
278
+165
+146% +$3.64K ﹤0.01% 3126
2024
Q3 		$2.23K Buy
+113
New +$2.13K ﹤0.01% 3362

Other funds holding NCSM

AI
Advent International Boston, Massachusetts $4.24B AUM 4.24% 1-Year Est. Return
THC
Truffle Hound Capital Bethesda, Maryland $386M AUM 57.88% 1-Year Est. Return
TAM
Tocqueville Asset Management New York $6.74B AUM 32.29% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

NewEdge Advisors's NCSM Position: Q1 2026 in Review

NewEdge Advisors sold out of NCS Multistage Holdings (NCSM) in Q1 2026, closing a stake of 10,383 shares — an estimated $410K sold.

NewEdge Advisors first reported a position in NCSM in Q3 2024 and held it in 6 quarters. The position peaked at $410K in Q4 2025. 40 funds tracked by Wall St. Rank hold NCSM as of Q1 2026.

  • NewEdge Advisors reported no remaining NCS Multistage Holdings position as of Q1 2026 after selling out during the quarter.
  • NewEdge Advisors sold 10,383 NCS Multistage Holdings shares in Q1 2026, an estimated $410K.
  • NewEdge Advisors first reported a position in NCS Multistage Holdings in Q3 2024 and held it in 6 quarters.
  • NewEdge Advisors's NCS Multistage Holdings position peaked at $410K in Q4 2025.
  • 40 funds tracked by Wall St. Rank held NCS Multistage Holdings as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.