RFP
NVMI

Root Financial Partners’s Nova NVMI Stock Holding History

Root Financial Partners’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
Q2 		– Sell
-1
Closed -$434 – 2242
2026
Q1 		$434 Hold
1
– – ﹤0.01% 2914
2025
Q4 		$328 Buy
+1
New +$321 ﹤0.01% 2253

Other funds holding NVMI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
UIM
USS Investment Management London, United Kingdom $27.8B AUM 39.42% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Root Financial Partners's NVMI Position: Q2 2026 in Review

Root Financial Partners sold out of Nova (NVMI) in Q2 2026, closing a stake of 1 share — an estimated $434 sold.

Root Financial Partners first reported a position in NVMI in Q4 2025 and held it in 2 quarters. The position peaked at $434 in Q1 2026. 345 funds tracked by Wall St. Rank hold NVMI as of Q2 2026.

  • Root Financial Partners reported no remaining Nova position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 1 Nova share in Q2 2026, an estimated $434.
  • Root Financial Partners first reported a position in Nova in Q4 2025 and held it in 2 quarters.
  • Root Financial Partners's Nova position peaked at $434 in Q1 2026.
  • 345 funds tracked by Wall St. Rank held Nova as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.