PSI Advisors’s NV5 Global NVEE Stock Holding History

PSI Advisors’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	-160	Closed	-$3.08K	–	483
2025 Q1	$3.08K	Hold	160	–	–	﹤0.01%	563
2024 Q4	$3.01K	Hold	160	–	–	﹤0.01%	683
2024 Q3	$3.74K	Hold	160	–	–	﹤0.01%	695
2024 Q2	$3.72K	Hold	160	–	–	﹤0.01%	670
2024 Q1	$3.92K	Hold	160	–	–	﹤0.01%	614
2023 Q4	$4.45K	Hold	160	–	–	﹤0.01%	646
2023 Q3	$3.85K	Hold	160	–	–	﹤0.01%	628
2023 Q2	$4.43K	Hold	160	–	–	﹤0.01%	598
2023 Q1	$4.16K	Hold	160	–	–	﹤0.01%	555
2022 Q4	$5.29K	Hold	160	–	–	﹤0.01%	505
2022 Q3	$5K	Hold	160	–	–	﹤0.01%	527
2022 Q2	$5K	Sell	160 -1,600	-91%	-$48K	﹤0.01%	572
2022 Q1	$59K	Hold	1,760	–	–	0.02%	249
2021 Q4	$61K	Sell	1,760 -400	-19%	-$11.5K	0.02%	259
2021 Q3	$53K	Buy	+2,160	New	+$53.2K	0.02%	284
2020 Q1	–	Sell	-2,000	Closed	-$25K	–	425
2019 Q4	$25K	Buy	+2,000	New	+$29.1K	0.02%	346

Other funds holding NVEE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cercano Management Bellevue, Washington $2.32B AUM 30.12% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

PSI Advisors's NVEE Position: Q2 2025 in Review

PSI Advisors sold out of NV5 Global (NVEE) in Q2 2025, closing a stake of 160 shares — an estimated $3.08K sold.

PSI Advisors first reported a position in NVEE in Q4 2019 and held it in 16 quarters. The position peaked at $61K in Q4 2021. 238 funds tracked by Wall St. Rank hold NVEE as of Q2 2025.

PSI Advisors reported no remaining NV5 Global position as of Q2 2025 after selling out during the quarter.
PSI Advisors sold 160 NV5 Global shares in Q2 2025, an estimated $3.08K.
PSI Advisors first reported a position in NV5 Global in Q4 2019 and held it in 16 quarters.
PSI Advisors's NV5 Global position peaked at $61K in Q4 2021.
238 funds tracked by Wall St. Rank held NV5 Global as of Q2 2025.

Based on PSI Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.