Northwestern Mutual Wealth Management
NVEE

Northwestern Mutual Wealth Management’s NV5 Global NVEE Stock Holding History

Northwestern Mutual Wealth 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
-446
Closed -$10.3K – 3977
2025
Q2 		$10.3K Hold
446
– – ﹤0.01% 2792
2025
Q1 		$8.59K Hold
446
– – ﹤0.01% 2792
2024
Q4 		$8.4K Sell
446
-3,566
-89% -$78.2K ﹤0.01% 2806
2024
Q3 		$93.8K Buy
4,012
+152
+4% +$3.61K ﹤0.01% 1915
2024
Q2 		$89.7K Hold
3,860
– – ﹤0.01% 1871
2024
Q1 		$94.6K Sell
3,860
-932
-19% -$24.2K ﹤0.01% 1826
2023
Q4 		$133K Sell
4,792
-9,372
-66% -$238K ﹤0.01% 1673
2023
Q3 		$341K Sell
14,164
-45,704
-76% -$1.18M ﹤0.01% 1285
2023
Q2 		$1.66M Buy
59,868
+59,664
+29,247% +$1.46M ﹤0.01% 765
2023
Q1 		$5.3K Buy
+204
New +$6.12K ﹤0.01% 2725

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

Northwestern Mutual Wealth Management's NVEE Position: Q3 2025 in Review

Northwestern Mutual Wealth Management sold out of NV5 Global (NVEE) in Q3 2025, closing a stake of 446 shares — an estimated $10.3K sold.

Northwestern Mutual Wealth Management first reported a position in NVEE in Q1 2023 and held it in 10 quarters. The position peaked at $1.66M in Q2 2023. 3 funds tracked by Wall St. Rank hold NVEE as of Q3 2025.

  • Northwestern Mutual Wealth Management reported no remaining NV5 Global position as of Q3 2025 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 446 NV5 Global shares in Q3 2025, an estimated $10.3K.
  • Northwestern Mutual Wealth Management first reported a position in NV5 Global in Q1 2023 and held it in 10 quarters.
  • Northwestern Mutual Wealth Management's NV5 Global position peaked at $1.66M in Q2 2023.
  • 3 funds tracked by Wall St. Rank held NV5 Global as of Q3 2025.

Based on Northwestern Mutual Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.