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 $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.