SF
NVMI

Seek First’s Nova NVMI Stock Holding History

Seek First’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 		$1.8M Sell
3,307
-406
-11% -$209K 1.13% 20
2026
Q1 		$1.61M Hold
3,713
– – 1.14% 18
2025
Q4 		$1.22M Buy
3,713
+758
+26% +$244K 0.84% 24
2025
Q3 		$945K Hold
2,955
– – 0.68% 26
2025
Q2 		$813K Hold
2,955
– – 0.66% 25
2025
Q1 		$545K Buy
+2,955
New +$682K 0.48% 31

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

Seek First's NVMI Position: Q2 2026 in Review

Seek First reduced its Nova (NVMI) stake by 11% in Q2 2026, selling an estimated $209K and leaving 3,307 shares worth $1.8M. The position accounts for 1.13% of the portfolio, ranked #20.

Seek First first reported a position in NVMI in Q1 2025 and has held it in 6 quarters since. 345 funds tracked by Wall St. Rank hold NVMI as of Q2 2026.

  • Seek First held 3,307 shares of Nova worth $1.8M as of Q2 2026.
  • Seek First sold 406 Nova shares in Q2 2026, an estimated $209K.
  • Nova made up 1.13% of Seek First's portfolio in Q2 2026, its #20 holding.
  • Seek First first reported a position in Nova in Q1 2025 and has held it in 6 quarters since.
  • 345 funds tracked by Wall St. Rank held Nova as of Q2 2026.

Based on Seek First's 13F filing for Q2 2026, filed 28 Jul 2026.