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STA
Summit Trail Advisors’s
NOV
NOV
Stock Holding History
Summit Trail Advisors’s Portfolio
NOV Stock Details
NOV Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$900K
Buy
47,861
+30,033
+168%
+$564K
0.01%
978
2025
Q4
$279K
Sell
17,828
-7,007
-28%
-$104K
﹤0.01%
1222
2025
Q3
$329K
Buy
+24,835
New
+$321K
﹤0.01%
1181
2018
Q2
–
Sell
-19,215
Closed
-$515K
–
608
2018
Q1
$515K
Buy
19,215
+4,395
+30%
+$161K
0.09%
205
2017
Q4
$560K
Buy
+14,820
New
+$501K
0.07%
212
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$194B AUM
35%
1-Year Est. Return
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Wheaton, Illinois
$140B AUM
27.84%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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