OCM
NVEE

Orion Capital Management’s NV5 Global NVEE Stock Holding History

Orion Capital 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
-7,100
Closed -$164K – 567
2025
Q2 		$164K Sell
7,100
-700
-9% -$14K 0.06% 146
2025
Q1 		$150K Hold
7,800
– – 0.06% 149
2024
Q4 		$147K Sell
7,800
-1,400
-15% -$30.7K 0.06% 138
2024
Q3 		$215K Buy
9,200
+1,600
+21% +$38K 0.1% 121
2024
Q2 		$177K Sell
7,600
-1,600
-17% -$37.3K 0.09% 124
2024
Q1 		$225K Hold
9,200
– – 0.12% 111
2023
Q4 		$256K Hold
9,200
– – 0.15% 100
2023
Q3 		$221K Sell
9,200
-2,000
-18% -$51.6K 0.14% 109
2023
Q2 		$310K Hold
11,200
– – 0.2% 96
2023
Q1 		$291K Hold
11,200
– – 0.19% 91
2022
Q4 		$370K Sell
11,200
-400
-3% -$13.9K 0.27% 71
2022
Q3 		$359K Hold
11,600
– – 0.29% 67
2022
Q2 		$339K Sell
11,600
-200
-2% -$6K 0.26% 73
2022
Q1 		$393K Sell
11,800
-2,400
-17% -$70.5K 0.24% 76
2021
Q4 		$490K Hold
14,200
– – 0.28% 66
2021
Q3 		$350K Hold
14,200
– – 0.21% 81
2021
Q2 		$336K Hold
14,200
– – 0.21% 82
2021
Q1 		$343K Hold
14,200
– – 0.24% 83
2020
Q4 		$280K Buy
+14,200
New +$239K 0.21% 83

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

Orion Capital Management's NVEE Position: Q3 2025 in Review

Orion Capital Management sold out of NV5 Global (NVEE) in Q3 2025, closing a stake of 7,100 shares — an estimated $164K sold.

Orion Capital Management first reported a position in NVEE in Q4 2020 and held it in 19 quarters. The position peaked at $490K in Q4 2021. 3 funds tracked by Wall St. Rank hold NVEE as of Q3 2025.

  • Orion Capital Management reported no remaining NV5 Global position as of Q3 2025 after selling out during the quarter.
  • Orion Capital Management sold 7,100 NV5 Global shares in Q3 2025, an estimated $164K.
  • Orion Capital Management first reported a position in NV5 Global in Q4 2020 and held it in 19 quarters.
  • Orion Capital Management's NV5 Global position peaked at $490K in Q4 2021.
  • 3 funds tracked by Wall St. Rank held NV5 Global as of Q3 2025.

Based on Orion Capital Management's 13F filing for Q3 2025, filed 31 Oct 2025.