True Wealth Design’s Enviri NVRI Stock Holding History

True Wealth Design’s Portfolio NVRI Stock Details NVRI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-38	Closed	-$746	–	2819
2026 Q1	$746	Hold	38	–	–	﹤0.01%	1910
2025 Q4	$681	Hold	38	–	–	﹤0.01%	1849
2025 Q3	$483	Hold	38	–	–	﹤0.01%	2014
2025 Q2	$330	Sell	38 -15	-28%	-$110	﹤0.01%	1892
2025 Q1	$353	Buy	+53	New	+$417	﹤0.01%	1706

Other funds holding NVRI

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

MCM

Mason Capital Management New York $607M AUM 1.77% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

TGA

TPG GP A Fort Worth, Texas $5B AUM 58.56% 1-Year Est. Return

SCM

Simcoe Capital Management New York $549M AUM 24.95% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

DKCM

Davidson Kempner Capital Management New York $8.42B AUM 61.81% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

True Wealth Design's NVRI Position: Q2 2026 in Review

True Wealth Design sold out of Enviri (NVRI) in Q2 2026, closing a stake of 38 shares — an estimated $746 sold.

True Wealth Design first reported a position in NVRI in Q1 2025 and held it in 5 quarters. The position peaked at $746 in Q1 2026. 146 funds tracked by Wall St. Rank hold NVRI as of Q2 2026.

True Wealth Design reported no remaining Enviri position as of Q2 2026 after selling out during the quarter.
True Wealth Design sold 38 Enviri shares in Q2 2026, an estimated $746.
True Wealth Design first reported a position in Enviri in Q1 2025 and held it in 5 quarters.
True Wealth Design's Enviri position peaked at $746 in Q1 2026.
146 funds tracked by Wall St. Rank held Enviri as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.