RWM
NXH

Refined Wealth Management’s Neighborhood Intelligence Inc NXH Stock Holding History

Refined Wealth Management’s Portfolio NXH Stock Details NXH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.44M Sell
421,102
-1,463
-0.3% -$8.03K 1.47% 20
2026
Q1 		$1.96M Buy
422,565
+5,219
+1% +$29.2K 1.24% 21
2025
Q4 		$2.28M Sell
417,346
-40,318
-9% -$293K 1.53% 15
2025
Q3 		$4.07M Sell
457,664
-3,400
-0.7% -$28.1K 2.62% 13
2025
Q2 		$2.88M Buy
461,064
+1,278
+0.3% +$6.19K 1.98% 15
2025
Q1 		$2.42M Buy
459,786
+18,581
+4% +$113K 1.98% 15
2024
Q4 		$1.98M Buy
441,205
+56,940
+15% +$362K 1.51% 14
2024
Q3 		$3.52M Buy
384,265
+30,961
+9% +$319K 2.72% 13
2024
Q2 		$4.2M Buy
353,304
+22,730
+7% +$404K 3.24% 12
2024
Q1 		$10.8M Buy
330,574
+4,228
+1% +$109K 7.6% 5
2023
Q4 		$8.22M Buy
326,346
+16,106
+5% +$277K 6.41% 6
2023
Q3 		$4.46M Buy
310,240
+117,756
+61% +$2.88M 4% 9
2023
Q2 		$5.7M Buy
192,484
+12,105
+7% +$224K 4.7% 10
2023
Q1 		$3.32M Buy
180,379
+6,447
+4% +$120K 2.94% 12
2022
Q4 		$3.06M Buy
173,932
+4,678
+3% +$101K 2.68% 12
2022
Q3 		$3.75M Buy
169,254
+19,259
+13% +$483K 3.38% 11
2022
Q2 		$3.41M Buy
149,995
+38,559
+35% +$1.16M 3.05% 12
2022
Q1 		$4.46M Buy
111,436
+48,675
+78% +$2.16M 3.77% 11
2021
Q4 		$3.37M Buy
62,761
+4,814
+8% +$364K 2.61% 14
2021
Q3 		$4.11M Buy
57,947
+4,005
+7% +$278K 3.32% 13
2021
Q2 		$4.52M Buy
+53,942
New +$3.92M 3.8% 10

Other funds holding NXH

TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Refined Wealth Management's NXH Position: Q2 2026 in Review

Refined Wealth Management reduced its Neighborhood Intelligence Inc (NXH) stake by 0.35% in Q2 2026, selling an estimated $8.03K and leaving 421,102 shares worth $2.44M. The position accounts for 1.47% of the portfolio, ranked #20.

Refined Wealth Management first reported a position in NXH in Q2 2021 and has held it in 21 quarters since. The position peaked at $10.8M in Q1 2024. 191 funds tracked by Wall St. Rank hold NXH as of Q2 2026.

  • Refined Wealth Management held 421,102 shares of Neighborhood Intelligence Inc worth $2.44M as of Q2 2026.
  • Refined Wealth Management sold 1,463 Neighborhood Intelligence Inc shares in Q2 2026, an estimated $8.03K.
  • Neighborhood Intelligence Inc made up 1.47% of Refined Wealth Management's portfolio in Q2 2026, its #20 holding.
  • Refined Wealth Management first reported a position in Neighborhood Intelligence Inc in Q2 2021 and has held it in 21 quarters since.
  • Refined Wealth Management's Neighborhood Intelligence Inc position peaked at $10.8M in Q1 2024.
  • 191 funds tracked by Wall St. Rank held Neighborhood Intelligence Inc as of Q2 2026.

Based on Refined Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.