SOW
NVEE

State of Wyoming’s NV5 Global NVEE Stock Holding History

State of Wyoming’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
-9,728
Closed -$187K – 2025
2025
Q1 		$187K Buy
9,728
+1,964
+25% +$36K 0.02% 841
2024
Q4 		$146K Sell
7,764
-2,572
-25% -$56.4K 0.02% 1012
2024
Q3 		$242K Buy
10,336
+856
+9% +$20.3K 0.03% 582
2024
Q2 		$220K Buy
9,480
+396
+4% +$9.24K 0.04% 503
2024
Q1 		$223K Sell
9,084
-372
-4% -$9.66K 0.04% 527
2023
Q4 		$263K Buy
9,456
+1,348
+17% +$34.2K 0.05% 381
2023
Q3 		$195K Buy
8,108
+2,516
+45% +$64.9K 0.04% 484
2023
Q2 		$155K Buy
5,592
+1,052
+23% +$25.8K 0.05% 540
2023
Q1 		$118K Sell
4,540
-96
-2% -$2.88K 0.04% 668
2022
Q4 		$153K Buy
4,636
+224
+5% +$7.79K 0.05% 510
2022
Q3 		$137K Buy
4,412
+1,384
+46% +$45.2K 0.07% 403
2022
Q2 		$88K Sell
3,028
-1,456
-32% -$43.6K 0.05% 578
2022
Q1 		$149K Sell
4,484
-2,432
-35% -$71.5K 0.07% 348
2021
Q4 		$239K Buy
6,916
+424
+7% +$12.2K 0.11% 163
2021
Q3 		$160K Sell
6,492
-1,652
-20% -$40.7K 0.1% 236
2021
Q2 		$192K Buy
+8,144
New +$185K 0.12% 207

Other funds holding NVEE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CM
Cercano Management Bellevue, Washington $2.32B AUM 30.12% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Balyasny Asset Management
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

State of Wyoming's NVEE Position: Q2 2025 in Review

State of Wyoming sold out of NV5 Global (NVEE) in Q2 2025, closing a stake of 9,728 shares — an estimated $187K sold.

State of Wyoming first reported a position in NVEE in Q2 2021 and held it in 16 quarters. The position peaked at $263K in Q4 2023. 238 funds tracked by Wall St. Rank hold NVEE as of Q2 2025.

  • State of Wyoming reported no remaining NV5 Global position as of Q2 2025 after selling out during the quarter.
  • State of Wyoming sold 9,728 NV5 Global shares in Q2 2025, an estimated $187K.
  • State of Wyoming first reported a position in NV5 Global in Q2 2021 and held it in 16 quarters.
  • State of Wyoming's NV5 Global position peaked at $263K in Q4 2023.
  • 238 funds tracked by Wall St. Rank held NV5 Global as of Q2 2025.

Based on State of Wyoming's 13F filing for Q2 2025, filed 19 Aug 2025.