Omnia Family Wealth’s NextPlat NXPL Stock Holding History

Omnia Family Wealth’s Portfolio NXPL Stock Details NXPL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-9,023	Closed	-$33.6K	–	107
2026 Q1	$33.6K	Hold	9,023	–	–	0.01%	90
2025 Q4	$48.2K	Hold	9,023	–	–	0.01%	101
2025 Q3	$75.3K	Hold	9,023	–	–	0.02%	99
2025 Q2	$65K	Hold	9,023	–	–	0.02%	102
2025 Q1	$75K	Sell	9,023 -320	-3%	-$3.33K	0.03%	91
2024 Q4	$101K	Hold	9,343	–	–	0.04%	79
2024 Q3	$132K	Buy	+9,343	New	+$112K	0.06%	79
2024 Q2	–	Sell	-6,493	Closed	-$99.3K	–	82
2024 Q1	$99.3K	Hold	6,493	–	–	0.05%	74
2023 Q4	$107K	Hold	6,493	–	–	0.05%	64
2023 Q3	$223K	Hold	6,493	–	–	0.14%	60
2023 Q2	$226K	Hold	6,493	–	–	0.15%	60
2023 Q1	$222K	Hold	6,493	–	–	0.17%	59
2022 Q4	$221K	Hold	6,493	–	–	0.18%	60
2022 Q3	$224K	Hold	6,493	–	–	0.18%	53
2022 Q2	$223K	Hold	6,493	–	–	0.16%	60
2022 Q1	$227K	Buy	+6,493	New	+$209K	0.15%	65

Other funds holding NXPL

EWA

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.72% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

TRCT

Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Omnia Family Wealth's NXPL Position: Q2 2026 in Review

Omnia Family Wealth sold out of NextPlat (NXPL) in Q2 2026, closing a stake of 9,023 shares — an estimated $33.6K sold.

Omnia Family Wealth first reported a position in NXPL in Q1 2022 and held it in 16 quarters. The position peaked at $227K in Q1 2022. 9 funds tracked by Wall St. Rank hold NXPL as of Q2 2026.

Omnia Family Wealth reported no remaining NextPlat position as of Q2 2026 after selling out during the quarter.
Omnia Family Wealth sold 9,023 NextPlat shares in Q2 2026, an estimated $33.6K.
Omnia Family Wealth first reported a position in NextPlat in Q1 2022 and held it in 16 quarters.
Omnia Family Wealth's NextPlat position peaked at $227K in Q1 2022.
9 funds tracked by Wall St. Rank held NextPlat as of Q2 2026.

Based on Omnia Family Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.