PS
NVMI icon

Planning Strategies’s Nova NVMI Stock Holding History

Planning Strategies’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
Q3 		$1.16K Buy
+3
New +$1.2K ﹤0.01% 761

Other funds holding NVMI

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
IFS
Integrated Financial Solutions Reston, Virginia $195M AUM 46.13% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Planning Strategies's NVMI Position: Q3 2026 in Review

Planning Strategies opened a new position in Nova (NVMI) in Q3 2026: 3 shares worth $1.16K. The stake represents ﹤0.01% of the portfolio and ranks #761 among its holdings.

10 funds tracked by Wall St. Rank hold NVMI as of Q3 2026.

  • Planning Strategies held 3 shares of Nova worth $1.16K as of Q3 2026.
  • Nova was a new Planning Strategies position in Q3 2026.
  • Nova made up ﹤0.01% of Planning Strategies's portfolio in Q3 2026, its #761 holding.
  • 10 funds tracked by Wall St. Rank held Nova as of Q3 2026.

Based on Planning Strategies's 13F filing for Q3 2026, filed 2 Oct 2026.