Simplicity Wealth’s NextPlat NXPL Stock Holding History

Simplicity Wealth’s Portfolio NXPL Stock Details NXPL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-60,000	Closed	-$497K	–	755
2025 Q3	$497K	Buy	+60,000	New	+$455K	0.03%	442

Other funds holding NXPL

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

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

OFW

Omnia Family Wealth Aventura, Florida $373M AUM 25.3% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

WCM

Warburton Capital Management Tulsa, Oklahoma $246M AUM 28.07% 1-Year Est. Return

Simplicity Wealth's NXPL Position: Q4 2025 in Review

Simplicity Wealth sold out of NextPlat (NXPL) in Q4 2025, closing a stake of 60,000 shares — an estimated $497K sold.

Simplicity Wealth first reported a position in NXPL in Q3 2025 and held it in 1 quarter. The position peaked at $497K in Q3 2025. 18 funds tracked by Wall St. Rank hold NXPL as of Q4 2025.

Simplicity Wealth reported no remaining NextPlat position as of Q4 2025 after selling out during the quarter.
Simplicity Wealth sold 60,000 NextPlat shares in Q4 2025, an estimated $497K.
Simplicity Wealth first reported a position in NextPlat in Q3 2025 and held it in 1 quarter.
Simplicity Wealth's NextPlat position peaked at $497K in Q3 2025.
18 funds tracked by Wall St. Rank held NextPlat as of Q4 2025.

Based on Simplicity Wealth's 13F filing for Q4 2025, filed 30 Jan 2026.