PWMG
NVEE

Private Wealth Management Group’s NV5 Global NVEE Stock Holding History

Private Wealth Management Group’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
Q2 		– Sell
-217
Closed -$4.18K – 1568
2025
Q1 		$4.18K Buy
217
+130
+149% +$2.38K ﹤0.01% 792
2024
Q4 		$1.64K Buy
87
+11
+14% +$241 ﹤0.01% 1155
2024
Q3 		$1.78K Hold
76
– – ﹤0.01% 1112
2024
Q2 		$1.77K Buy
+76
New +$1.77K ﹤0.01% 1096

Other funds holding NVEE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CM
Cercano Management Bellevue, Washington $2.32B AUM 30.12% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return

Private Wealth Management Group's NVEE Position: Q2 2025 in Review

Private Wealth Management Group sold out of NV5 Global (NVEE) in Q2 2025, closing a stake of 217 shares — an estimated $4.18K sold.

Private Wealth Management Group first reported a position in NVEE in Q2 2024 and held it in 4 quarters. The position peaked at $4.18K in Q1 2025. 238 funds tracked by Wall St. Rank hold NVEE as of Q2 2025.

  • Private Wealth Management Group reported no remaining NV5 Global position as of Q2 2025 after selling out during the quarter.
  • Private Wealth Management Group sold 217 NV5 Global shares in Q2 2025, an estimated $4.18K.
  • Private Wealth Management Group first reported a position in NV5 Global in Q2 2024 and held it in 4 quarters.
  • Private Wealth Management Group's NV5 Global position peaked at $4.18K in Q1 2025.
  • 238 funds tracked by Wall St. Rank held NV5 Global as of Q2 2025.

Based on Private Wealth Management Group's 13F filing for Q2 2025, filed 29 Jul 2025.