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United Financial Planning Group’s Ingevity NGVT Stock Holding History

United Financial Planning Group’s Portfolio NGVT Stock Details NGVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-62
Closed -$4.42K – 513
2026
Q1 		$4.42K Buy
+62
New +$4.24K ﹤0.01% 340

Other funds holding NGVT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $8.43B AUM 52.02% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

United Financial Planning Group's NGVT Position: Q2 2026 in Review

United Financial Planning Group sold out of Ingevity (NGVT) in Q2 2026, closing a stake of 62 shares — an estimated $4.42K sold.

United Financial Planning Group first reported a position in NGVT in Q1 2026 and held it in 1 quarter. The position peaked at $4.42K in Q1 2026. 315 funds tracked by Wall St. Rank hold NGVT as of Q2 2026.

  • United Financial Planning Group reported no remaining Ingevity position as of Q2 2026 after selling out during the quarter.
  • United Financial Planning Group sold 62 Ingevity shares in Q2 2026, an estimated $4.42K.
  • United Financial Planning Group first reported a position in Ingevity in Q1 2026 and held it in 1 quarter.
  • United Financial Planning Group's Ingevity position peaked at $4.42K in Q1 2026.
  • 315 funds tracked by Wall St. Rank held Ingevity as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.