Nisa Investment Advisors
NVEE

Nisa Investment Advisors’s NV5 Global NVEE Stock Holding History

Nisa Investment 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
-635
Closed -$14.7K – 3056
2025
Q2 		$14.7K Sell
635
-287
-31% -$5.74K ﹤0.01% 2086
2025
Q1 		$17.8K Buy
922
+263
+40% +$4.82K ﹤0.01% 1929
2024
Q4 		$12.4K Sell
659
-81
-11% -$1.78K ﹤0.01% 2076
2024
Q3 		$17.3K Sell
740
-24
-3% -$570 ﹤0.01% 1951
2024
Q2 		$17.8K Buy
764
+52
+7% +$1.21K ﹤0.01% 1989
2024
Q1 		$17.4K Buy
712
+28
+4% +$727 ﹤0.01% 1940
2023
Q4 		$19K Sell
684
-440
-39% -$11.2K ﹤0.01% 1898
2023
Q3 		$27K Buy
1,124
+24
+2% +$619 ﹤0.01% 1912
2023
Q2 		$30.5K Buy
1,100
+272
+33% +$6.67K ﹤0.01% 1930
2023
Q1 		$22K Sell
828
-1,612
-66% -$48.4K ﹤0.01% 1980
2022
Q4 		$81K Hold
2,440
– – ﹤0.01% 1630
2022
Q3 		$88K Buy
2,440
+40
+2% +$1.31K ﹤0.01% 1548
2022
Q2 		$70K Buy
+2,400
New +$71.9K ﹤0.01% 1615

Other funds holding NVEE

KOC
Koss-Olinger Consulting Gainesville, Florida $1.19B AUM 15.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Nisa Investment Advisors's NVEE Position: Q3 2025 in Review

Nisa Investment Advisors sold out of NV5 Global (NVEE) in Q3 2025, closing a stake of 635 shares — an estimated $14.7K sold.

Nisa Investment Advisors first reported a position in NVEE in Q2 2022 and held it in 13 quarters. The position peaked at $88K in Q3 2022. 3 funds tracked by Wall St. Rank hold NVEE as of Q3 2025.

  • Nisa Investment Advisors reported no remaining NV5 Global position as of Q3 2025 after selling out during the quarter.
  • Nisa Investment Advisors sold 635 NV5 Global shares in Q3 2025, an estimated $14.7K.
  • Nisa Investment Advisors first reported a position in NV5 Global in Q2 2022 and held it in 13 quarters.
  • Nisa Investment Advisors's NV5 Global position peaked at $88K in Q3 2022.
  • 3 funds tracked by Wall St. Rank held NV5 Global as of Q3 2025.

Based on Nisa Investment Advisors's 13F filing for Q3 2025, filed 23 Oct 2025.