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
2021
Q3 		– Sell
-56,672
Closed -$1.34M – 9905
2021
Q2 		$1.34M Hold
56,672
– – ﹤0.01% 3931
2021
Q1 		$1.37M Buy
+56,672
New +$1.35M ﹤0.01% 3932

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.