PWM
NN icon

Perigon Wealth Management’s NextNav NN Stock Holding History

Perigon Wealth Management’s Portfolio NN Stock Details NN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$766K Hold
47,835
– – 0.01% 616
2025
Q4 		$796K Buy
47,835
+4,500
+10% +$63.9K 0.01% 614
2025
Q3 		$620K Buy
43,335
+5,335
+14% +$84.2K 0.01% 661
2025
Q2 		$578K Hold
38,000
– – 0.01% 632
2025
Q1 		$462K Buy
38,000
+2,000
+6% +$24.1K 0.01% 661
2024
Q4 		$460K Hold
36,000
– – 0.01% 662
2024
Q3 		$270K Buy
36,000
+1,000
+3% +$7.72K 0.01% 832
2024
Q2 		$284K Hold
35,000
– – 0.01% 710
2024
Q1 		$230K Buy
35,000
+3,000
+9% +$13.4K 0.01% 758
2023
Q4 		$142K Buy
32,000
+9,400
+42% +$42.5K ﹤0.01% 803
2023
Q3 		$116K Hold
22,600
– – ﹤0.01% 751
2023
Q2 		$66.4K Buy
22,600
+7,500
+50% +$18.1K ﹤0.01% 762
2023
Q1 		$30.7K Buy
+15,100
New +$40.5K ﹤0.01% 695

Other funds holding NN

FIG
Fortress Investment Group New York $394M AUM 22.99% 1-Year Est. Return
CCM
Clutterbuck Capital Management Cleveland, Ohio $164M AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WHCM
Wolf Hill Capital Management Greenwich, Connecticut $1.03B AUM 80.44% 1-Year Est. Return
SAG
Susquehanna Advisors Group Bala Cynwyd, Pennsylvania $3.05B AUM 41.49% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ML
MILFAM LLC Stuart, Florida $102M AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return