Nicola Wealth Management’s Dun & Bradstreet DNB Stock Holding History

Nicola Wealth Management’s Portfolio DNB Stock Details DNB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-267,000	Closed	-$2.43M	–	78
2025 Q2	$2.43M	Hold	267,000	–	–	0.23%	71
2025 Q1	$2.39M	Buy	267,000 +107,000	+67%	+$1.09M	0.23%	74
2024 Q4	$2.87M	Buy	+160,000	New	+$1.91M	0.27%	69

Other funds holding DNB

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

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

Nicola Wealth Management's DNB Position: Q3 2025 in Review

Nicola Wealth Management sold out of Dun & Bradstreet (DNB) in Q3 2025, closing a stake of 267,000 shares — an estimated $2.43M sold.

Nicola Wealth Management first reported a position in DNB in Q4 2024 and held it in 3 quarters. The position peaked at $2.87M in Q4 2024. 2 funds tracked by Wall St. Rank hold DNB as of Q3 2025.

Nicola Wealth Management reported no remaining Dun & Bradstreet position as of Q3 2025 after selling out during the quarter.
Nicola Wealth Management sold 267,000 Dun & Bradstreet shares in Q3 2025, an estimated $2.43M.
Nicola Wealth Management first reported a position in Dun & Bradstreet in Q4 2024 and held it in 3 quarters.
Nicola Wealth Management's Dun & Bradstreet position peaked at $2.87M in Q4 2024.
2 funds tracked by Wall St. Rank held Dun & Bradstreet as of Q3 2025.

Based on Nicola Wealth Management's 13F filing for Q3 2025, filed 31 Oct 2025.