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VisionPoint Advisory Group’s Nova NVMI Stock Holding History

VisionPoint Advisory Group’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
Q3 		– Sell
-371
Closed -$201K – 493
2026
Q2 		$201K Buy
+371
New +$191K 0.03% 462

Other funds holding NVMI

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
IFS
Integrated Financial Solutions Reston, Virginia $195M AUM 46.13% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM

VisionPoint Advisory Group's NVMI Position: Q3 2026 in Review

VisionPoint Advisory Group sold out of Nova (NVMI) in Q3 2026, closing a stake of 371 shares — an estimated $201K sold.

VisionPoint Advisory Group first reported a position in NVMI in Q2 2026 and held it in 1 quarter. The position peaked at $201K in Q2 2026. 10 funds tracked by Wall St. Rank hold NVMI as of Q3 2026.

  • VisionPoint Advisory Group reported no remaining Nova position as of Q3 2026 after selling out during the quarter.
  • VisionPoint Advisory Group sold 371 Nova shares in Q3 2026, an estimated $201K.
  • VisionPoint Advisory Group first reported a position in Nova in Q2 2026 and held it in 1 quarter.
  • VisionPoint Advisory Group's Nova position peaked at $201K in Q2 2026.
  • 10 funds tracked by Wall St. Rank held Nova as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.