Pitcairn’s NV5 Global NVEE Stock Holding History

Pitcairn’s Portfolio NVEE Stock Details NVEE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-13,862	Closed	-$320K	–	689
2025 Q2	$320K	Sell	13,862 -5,479	-28%	-$110K	0.02%	541
2025 Q1	$373K	Sell	19,341 -2,995	-13%	-$54.8K	0.02%	515
2024 Q4	$421K	Buy	22,336 +8,916	+66%	+$196K	0.02%	475
2024 Q3	$314K	Sell	13,420 -1,168	-8%	-$27.8K	0.02%	573
2024 Q2	$339K	Buy	14,588 +1,324	+10%	+$30.9K	0.02%	547
2024 Q1	$325K	Buy	13,264 +2,124	+19%	+$55.1K	0.02%	556
2023 Q4	$309K	Buy	+11,140	New	+$283K	0.02%	533

Other funds holding NVEE

KOC

Koss-Olinger Consulting Gainesville, Florida $1.19B AUM 15.91% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Pitcairn's NVEE Position: Q3 2025 in Review

Pitcairn sold out of NV5 Global (NVEE) in Q3 2025, closing a stake of 13,862 shares — an estimated $320K sold.

Pitcairn first reported a position in NVEE in Q4 2023 and held it in 7 quarters. The position peaked at $421K in Q4 2024. 3 funds tracked by Wall St. Rank hold NVEE as of Q3 2025.

Pitcairn reported no remaining NV5 Global position as of Q3 2025 after selling out during the quarter.
Pitcairn sold 13,862 NV5 Global shares in Q3 2025, an estimated $320K.
Pitcairn first reported a position in NV5 Global in Q4 2023 and held it in 7 quarters.
Pitcairn's NV5 Global position peaked at $421K in Q4 2024.
3 funds tracked by Wall St. Rank held NV5 Global as of Q3 2025.

Based on Pitcairn's 13F filing for Q3 2025, filed 12 Nov 2025.