True Wealth Design
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
Q3 		$16.3K Buy
871
+667
+327% +$13.4K ﹤0.01% 897
2026
Q2 		$3.78K Buy
204
+122
+149% +$2.43K ﹤0.01% 1443
2026
Q1 		$1.54K Hold
82
– – ﹤0.01% 1643
2025
Q4 		$1.28K Sell
82
-58
-41% -$860 ﹤0.01% 1614
2025
Q3 		$1.86K Sell
140
-115
-45% -$1.49K ﹤0.01% 1492
2025
Q2 		$3.17K Sell
255
-39
-13% -$491 ﹤0.01% 991
2025
Q1 		$4.48K Buy
294
+19
+7% +$284 ﹤0.01% 720
2024
Q4 		$4.02K Buy
+275
New +$4.3K ﹤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

GA
Greenhaven Associates Purchase, New York $7.96B AUM 5.75% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Great Hill Capital
Great Hill Capital New York $1.56B AUM 6.62% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

True Wealth Design's NOV Position: Q3 2026 in Review

True Wealth Design increased its NOV (NOV) stake by 327% in Q3 2026, buying an estimated $13.4K and bringing the position to 871 shares worth $16.3K. The position accounts for ﹤0.01% of the portfolio, ranked #897.

True Wealth Design first reported a position in NOV in Q4 2022 and has held it in 14 quarters since. 94 funds tracked by Wall St. Rank hold NOV as of Q3 2026.

  • True Wealth Design held 871 shares of NOV worth $16.3K as of Q3 2026.
  • True Wealth Design bought 667 NOV shares in Q3 2026, an estimated $13.4K.
  • NOV made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #897 holding.
  • True Wealth Design first reported a position in NOV in Q4 2022 and has held it in 14 quarters since.
  • 94 funds tracked by Wall St. Rank held NOV as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.