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NewEdge Advisors’s NLI Holdings NL Stock Holding History

NewEdge Advisors’s Portfolio NL Stock Details NL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-1,168
Closed -$6.81K – 4318
2026
Q1 		$6.81K Sell
1,168
-9,262
-89% -$55.8K ﹤0.01% 3497
2025
Q4 		$57.1K Buy
+10,430
New +$59.5K ﹤0.01% 2928
2024
Q3 		– Sell
-671
Closed -$4.05K – 3899
2024
Q2 		$4.05K Buy
+671
New +$5.01K ﹤0.01% 3160
2023
Q1 		– Sell
-180
Closed -$1.22K – 3892
2022
Q4 		$1.22K Sell
180
-15,177
-99% -$113K ﹤0.01% 2980
2022
Q3 		$119K Buy
+15,357
New +$136K ﹤0.01% 1431

Other funds holding NL

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AC
Aristides Capital Louisville, Kentucky $514M AUM 29.58% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

NewEdge Advisors's NL Position: Q2 2026 in Review

NewEdge Advisors sold out of NLI Holdings (NL) in Q2 2026, closing a stake of 1,168 shares — an estimated $6.81K sold.

NewEdge Advisors first reported a position in NL in Q3 2022 and held it in 5 quarters. The position peaked at $119K in Q3 2022. 80 funds tracked by Wall St. Rank hold NL as of Q2 2026.

  • NewEdge Advisors reported no remaining NLI Holdings position as of Q2 2026 after selling out during the quarter.
  • NewEdge Advisors sold 1,168 NLI Holdings shares in Q2 2026, an estimated $6.81K.
  • NewEdge Advisors first reported a position in NLI Holdings in Q3 2022 and held it in 5 quarters.
  • NewEdge Advisors's NLI Holdings position peaked at $119K in Q3 2022.
  • 80 funds tracked by Wall St. Rank held NLI Holdings as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.