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
2023
Q4 		– Sell
-90,000
Closed -$10.1M – 371
2023
Q3 		$10.1M Buy
+90,000
New +$10.6M 0.19% 67

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.