UBS Group
NVEE

UBS Group’s NV5 Global NVEE Stock Holding History

UBS Group’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
Q3 		– Sell
-154,522
Closed -$3.57M – 10740
2025
Q2 		$3.57M Sell
154,522
-69,695
-31% -$1.39M ﹤0.01% 4219
2025
Q1 		$4.32M Buy
224,217
+78,656
+54% +$1.44M ﹤0.01% 3936
2024
Q4 		$2.74M Buy
145,561
+70,129
+93% +$1.54M ﹤0.01% 4418
2024
Q3 		$1.76M Buy
75,432
+22,032
+41% +$524K ﹤0.01% 4127
2024
Q2 		$1.24M Sell
53,400
-12,572
-19% -$293K ﹤0.01% 4209
2024
Q1 		$1.62M Sell
65,972
-636
-1% -$16.5K ﹤0.01% 4146
2023
Q4 		$1.85M Buy
66,608
+39,704
+148% +$1.01M ﹤0.01% 3913
2023
Q3 		$647K Sell
26,904
-32,504
-55% -$838K ﹤0.01% 4458
2023
Q2 		$1.65M Buy
59,408
+13,136
+28% +$322K ﹤0.01% 3719
2023
Q1 		$1.2M Buy
46,272
+26,312
+132% +$790K ﹤0.01% 3947
2022
Q4 		$660K Sell
19,960
-44,812
-69% -$1.56M ﹤0.01% 4449
2022
Q3 		$2M Sell
64,772
-3,068
-5% -$100K ﹤0.01% 3161
2022
Q2 		$1.98M Sell
67,840
-6,480
-9% -$194K ﹤0.01% 3157
2022
Q1 		$2.48M Sell
74,320
-12,012
-14% -$353K ﹤0.01% 3233
2021
Q4 		$2.98M Buy
86,332
+68,364
+380% +$1.97M ﹤0.01% 3361
2021
Q3 		$443K Sell
17,968
-3,704
-17% -$91.2K ﹤0.01% 4815
2021
Q2 		$512K Buy
21,672
+5,404
+33% +$123K ﹤0.01% 4717
2021
Q1 		$393K Buy
16,268
+7,600
+88% +$181K ﹤0.01% 5049
2020
Q4 		$171K Buy
8,668
+4,664
+116% +$78.5K ﹤0.01% 5334
2020
Q3 		$52K Sell
4,004
-15,616
-80% -$208K ﹤0.01% 5622
2020
Q2 		$250K Sell
19,620
-8,920
-31% -$100K ﹤0.01% 4639
2020
Q1 		$295K Sell
28,540
-38,280
-57% -$512K ﹤0.01% 4415
2019
Q4 		$842K Buy
66,820
+26,724
+67% +$389K ﹤0.01% 4370
2019
Q3 		$684K Buy
40,096
+24,164
+152% +$439K ﹤0.01% 4288
2019
Q2 		$324K Sell
15,932
-2,984
-16% -$53.3K ﹤0.01% 4600
2019
Q1 		$280K Sell
18,916
-1,044
-5% -$18K ﹤0.01% 4400
2018
Q4 		$302K Sell
19,960
-1,864
-9% -$34.6K ﹤0.01% 4625
2018
Q3 		$473K Buy
21,824
+6,728
+45% +$139K ﹤0.01% 4448
2018
Q2 		$262K Buy
15,096
+10,004
+196% +$156K ﹤0.01% 4764
2018
Q1 		$71K Sell
5,092
-268
-5% -$3.31K ﹤0.01% 5467
2017
Q4 		$73K Sell
5,360
-5,972
-53% -$81.1K ﹤0.01% 5576
2017
Q3 		$155K Buy
11,332
+2,320
+26% +$26.3K ﹤0.01% 5027
2017
Q2 		$95K Buy
9,012
+3,504
+64% +$33.8K ﹤0.01% 5204
2017
Q1 		$52K Sell
5,508
-3,464
-39% -$32.7K ﹤0.01% 5497
2016
Q4 		$74K Sell
8,972
-2,952
-25% -$24.2K ﹤0.01% 5518
2016
Q3 		$96K Buy
11,924
+1,204
+11% +$9.52K ﹤0.01% 5022
2016
Q2 		$76K Buy
+10,720
New +$72.3K ﹤0.01% 5221
2016
Q1 		– Sell
-400
Closed -$2K – 8005
2015
Q4 		$2K Sell
400
-6,132
-94% -$33.5K ﹤0.01% 8017
2015
Q3 		$30K Buy
+6,532
New +$37.2K ﹤0.01% 6290

Other funds holding NVEE

KOC
Koss-Olinger Consulting Gainesville, Florida $1.19B AUM 15.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

UBS Group's NVEE Position: Q3 2025 in Review

UBS Group sold out of NV5 Global (NVEE) in Q3 2025, closing a stake of 154,522 shares — an estimated $3.57M sold.

UBS Group first reported a position in NVEE in Q3 2015 and held it in 39 quarters. The position peaked at $4.32M in Q1 2025. 3 funds tracked by Wall St. Rank hold NVEE as of Q3 2025.

  • UBS Group reported no remaining NV5 Global position as of Q3 2025 after selling out during the quarter.
  • UBS Group sold 154,522 NV5 Global shares in Q3 2025, an estimated $3.57M.
  • UBS Group first reported a position in NV5 Global in Q3 2015 and held it in 39 quarters.
  • UBS Group's NV5 Global position peaked at $4.32M in Q1 2025.
  • 3 funds tracked by Wall St. Rank held NV5 Global as of Q3 2025.

Based on UBS Group's 13F filing for Q3 2025, filed 13 Nov 2025.