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
Q2 		$335M Buy
617,631
+40,642
+7% +$20.9M 2.29% 9
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 $2.3T AUM 54.33% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
UIM
USS Investment Management London, United Kingdom $27.8B AUM 39.42% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Phoenix Financial's NVMI Position: Q2 2026 in Review

Phoenix Financial increased its Nova (NVMI) stake by 7% in Q2 2026, buying an estimated $20.9M and bringing the position to 617,631 shares worth $335M. The position accounts for 2.29% of the portfolio, ranked #9.

Phoenix Financial first reported a position in NVMI in Q3 2019 and has held it in 28 quarters since. 345 funds tracked by Wall St. Rank hold NVMI as of Q2 2026.

  • Phoenix Financial held 617,631 shares of Nova worth $335M as of Q2 2026.
  • Phoenix Financial bought 40,642 Nova shares in Q2 2026, an estimated $20.9M.
  • Nova made up 2.29% of Phoenix Financial's portfolio in Q2 2026, its #9 holding.
  • Phoenix Financial first reported a position in Nova in Q3 2019 and has held it in 28 quarters since.
  • 345 funds tracked by Wall St. Rank held Nova as of Q2 2026.

Based on Phoenix Financial's 13F filing for Q2 2026, filed 11 Aug 2026.