PF
NVMI

Phoenix Financial’s Nova NVMI Stock Holding History

Phoenix Financial’s Portfolio NVMI Stock Details NVMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$250M Buy
576,989
+68,348
+13% +$30.1M 2.37% 11
2025
Q4 		$167M Buy
508,641
+376,974
+286% +$121M 1.81% 15
2025
Q3 		$42M Sell
131,667
-266,593
-67% -$73.6M 0.51% 42
2025
Q2 		$138M Buy
398,260
+88,824
+29% +$18.1M 1.82% 17
2025
Q1 		$57.1M Buy
309,436
+46,896
+18% +$10.8M 0.87% 33
2024
Q4 		$51.7M Buy
262,540
+22,500
+9% +$4.32M 0.71% 35
2024
Q3 		$50M Buy
240,040
+8,055
+3% +$1.72M 0.74% 33
2024
Q2 		$54.4M Sell
231,985
-36,122
-13% -$7.15M 0.83% 33
2024
Q1 		$47.6M Sell
268,107
-58,296
-18% -$9.2M 0.66% 37
2023
Q4 		$50.1M Buy
326,403
+86,521
+36% +$10M 0.83% 33
2023
Q3 		$26.9M Buy
239,882
+26,800
+13% +$3.15M 0.49% 46
2023
Q2 		$24.9M Buy
213,082
+47,952
+29% +$4.91M 0.51% 44
2023
Q1 		$17.3M Sell
165,130
-46,225
-22% -$4.32M 0.39% 47
2022
Q4 		$16.9M Buy
211,355
+10,926
+5% +$891K 0.33% 58
2022
Q3 		$17.5M Buy
200,429
+23,014
+13% +$2.26M 0.38% 57
2022
Q2 		$15.7M Sell
177,415
-4,148
-2% -$413K 0.32% 72
2022
Q1 		$19.8M Buy
181,563
+46,686
+35% +$5.45M 0.33% 74
2021
Q4 		$19.7M Sell
134,877
-9,722
-7% -$1.18M 0.33% 78
2021
Q3 		$14.8M Buy
144,599
+37,905
+36% +$3.76M 0.26% 88
2021
Q2 		$11M Sell
106,694
-17,356
-14% -$1.67M 0.21% 104
2021
Q1 		$11.3M Sell
124,050
-37,025
-23% -$2.99M 0.26% 99
2020
Q4 		$11.4M Buy
161,075
+23,745
+17% +$1.48M 0.3% 95
2020
Q3 		$6.75M Sell
137,330
-116,940
-46% -$5.99M 0.28% 92
2020
Q2 		$11.6M Sell
254,270
-131,916
-34% -$5.61M 0.49% 66
2020
Q1 		$12.3M Sell
386,186
-272,839
-41% -$9.96M 0.62% 51
2019
Q4 		$24.8M Sell
659,025
-194,246
-23% -$6.81M 1.04% 39
2019
Q3 		$25.9M Buy
+853,271
New +$24.3M 1.23% 27

Other funds holding NVMI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
UIM
USS Investment Management London, United Kingdom $25.6B AUM 30.22% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Phoenix Financial's NVMI Position: Q1 2026 in Review

Phoenix Financial increased its Nova (NVMI) stake by 13% in Q1 2026, buying an estimated $30.1M and bringing the position to 576,989 shares worth $250M. The position accounts for 2.37% of the portfolio, ranked #11.

Phoenix Financial first reported a position in NVMI in Q3 2019 and has held it in 27 quarters since. 329 funds tracked by Wall St. Rank hold NVMI as of Q1 2026.

  • Phoenix Financial held 576,989 shares of Nova worth $250M as of Q1 2026.
  • Phoenix Financial bought 68,348 Nova shares in Q1 2026, an estimated $30.1M.
  • Nova made up 2.37% of Phoenix Financial's portfolio in Q1 2026, its #11 holding.
  • Phoenix Financial first reported a position in Nova in Q3 2019 and has held it in 27 quarters since.
  • 329 funds tracked by Wall St. Rank held Nova as of Q1 2026.

Based on Phoenix Financial's 13F filing for Q1 2026, filed 11 May 2026.