TWD
NOV icon

True Wealth Design’s NOV NOV Stock Holding History

True Wealth Design’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 		$1.54K Hold
82
– – ﹤0.01% 1643
2025
Q4 		$1.28K Sell
82
-58
-41% -$860 ﹤0.01% 1614
2025
Q3 		$1.85K Sell
140
-115
-45% -$1.49K ﹤0.01% 1492
2025
Q2 		$3.17K Sell
255
-39
-13% -$491 ﹤0.01% 991
2025
Q1 		$4.47K Buy
294
+19
+7% +$284 ﹤0.01% 720
2024
Q4 		$4.01K Buy
+275
New +$4.29K ﹤0.01% 576
2024
Q2 		– Sell
-50
Closed -$976 – 817
2024
Q1 		$976 Hold
50
– – ﹤0.01% 472
2023
Q4 		$1.01K Hold
50
– – ﹤0.01% 352
2023
Q3 		$1.04K Sell
50
-2
-4% -$40 ﹤0.01% 315
2023
Q2 		$835 Hold
52
– – ﹤0.01% 349
2023
Q1 		$963 Buy
52
+2
+4% +$43 ﹤0.01% 411
2022
Q4 		$1.04K Buy
+50
New +$1.05K ﹤0.01% 338

Other funds holding NOV

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return