ORI
NVEE

Oak Ridge Investments’s NV5 Global NVEE Stock Holding History

Oak Ridge Investments’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
Q1 		– Sell
-81,792
Closed -$1.54M – 168
2024
Q4 		$1.54M Sell
81,792
-310,704
-79% -$6.81M 0.12% 100
2024
Q3 		$2.29M Buy
392,496
+291,120
+287% +$6.92M 0.2% 86
2024
Q2 		$2.36M Sell
101,376
-12,312
-11% -$287K 0.22% 88
2024
Q1 		$2.79M Buy
113,688
+10,508
+10% +$273K 0.28% 83
2023
Q4 		$2.87M Sell
103,180
-23,380
-18% -$594K 0.33% 81
2023
Q3 		$3.04M Sell
126,560
-996
-0.8% -$25.7K 0.39% 72
2023
Q2 		$3.53M Sell
127,556
-6,648
-5% -$163K 0.44% 70
2023
Q1 		$3.49M Sell
134,204
-7,836
-6% -$235K 0.47% 73
2022
Q4 		$4.7M Sell
142,040
-2,368
-2% -$82.3K 0.7% 49
2022
Q3 		$4.47M Buy
+144,408
New +$4.72M 0.68% 45

Other funds holding NVEE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CM
Cercano Management Bellevue, Washington $2.32B AUM 30.12% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Oak Ridge Investments's NVEE Position: Q1 2025 in Review

Oak Ridge Investments sold out of NV5 Global (NVEE) in Q1 2025, closing a stake of 81,792 shares — an estimated $1.54M sold.

Oak Ridge Investments first reported a position in NVEE in Q3 2022 and held it in 10 quarters. The position peaked at $4.7M in Q4 2022. 224 funds tracked by Wall St. Rank hold NVEE as of Q1 2025.

  • Oak Ridge Investments reported no remaining NV5 Global position as of Q1 2025 after selling out during the quarter.
  • Oak Ridge Investments sold 81,792 NV5 Global shares in Q1 2025, an estimated $1.54M.
  • Oak Ridge Investments first reported a position in NV5 Global in Q3 2022 and held it in 10 quarters.
  • Oak Ridge Investments's NV5 Global position peaked at $4.7M in Q4 2022.
  • 224 funds tracked by Wall St. Rank held NV5 Global as of Q1 2025.

Based on Oak Ridge Investments's 13F filing for Q1 2025, filed 13 May 2025.