VWM
NVMI

Venturi Wealth Management’s Nova NVMI Stock Holding History

Venturi Wealth Management’s Portfolio NVMI Stock Details NVMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$268K Sell
494
-90
-15% -$46.3K 0.01% 530
2026
Q1 		$254K Buy
+584
New +$257K 0.01% 518

Other funds holding NVMI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
UIM
USS Investment Management London, United Kingdom $27.8B AUM 39.42% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Venturi Wealth Management's NVMI Position: Q2 2026 in Review

Venturi Wealth Management reduced its Nova (NVMI) stake by 15% in Q2 2026, selling an estimated $46.3K and leaving 494 shares worth $268K. The position accounts for 0.01% of the portfolio, ranked #530.

Venturi Wealth Management first reported a position in NVMI in Q1 2026 and has held it in 2 quarters since. 345 funds tracked by Wall St. Rank hold NVMI as of Q2 2026.

  • Venturi Wealth Management held 494 shares of Nova worth $268K as of Q2 2026.
  • Venturi Wealth Management sold 90 Nova shares in Q2 2026, an estimated $46.3K.
  • Nova made up 0.01% of Venturi Wealth Management's portfolio in Q2 2026, its #530 holding.
  • Venturi Wealth Management first reported a position in Nova in Q1 2026 and has held it in 2 quarters since.
  • 345 funds tracked by Wall St. Rank held Nova as of Q2 2026.

Based on Venturi Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.