OF
NVRI icon

Optimize Financial’s Enviri NVRI Stock Holding History

Optimize Financial’s Portfolio NVRI Stock Details NVRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-27,334
Closed -$490K – 410
2025
Q4 		$490K Buy
27,334
+392
+1% +$5.84K 0.25% 140
2025
Q3 		$342K Buy
+26,942
New +$279K 0.18% 235
2025
Q1 		– Sell
-18,966
Closed -$146K – 266
2024
Q4 		$146K Buy
+18,966
New +$158K 0.11% 227

Other funds holding NVRI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
NM
Newtyn Management New York $801M AUM 23.14% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
DKCM
Davidson Kempner Capital Management New York $8.42B AUM 61.81% 1-Year Est. Return
MCM
Mason Capital Management New York $607M AUM 1.77% 1-Year Est. Return
TGA
TPG GP A Fort Worth, Texas $5B AUM 58.56% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Optimize Financial's NVRI Position: Q1 2026 in Review

Optimize Financial sold out of Enviri (NVRI) in Q1 2026, closing a stake of 27,334 shares — an estimated $490K sold.

Optimize Financial first reported a position in NVRI in Q4 2024 and held it in 3 quarters. The position peaked at $490K in Q4 2025. 222 funds tracked by Wall St. Rank hold NVRI as of Q1 2026.

  • Optimize Financial reported no remaining Enviri position as of Q1 2026 after selling out during the quarter.
  • Optimize Financial sold 27,334 Enviri shares in Q1 2026, an estimated $490K.
  • Optimize Financial first reported a position in Enviri in Q4 2024 and held it in 3 quarters.
  • Optimize Financial's Enviri position peaked at $490K in Q4 2025.
  • 222 funds tracked by Wall St. Rank held Enviri as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.