Wealth Enhancement Advisory Services
NVMI

Wealth Enhancement Advisory Services’s Nova NVMI Stock Holding History

Wealth Enhancement Advisory Services’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
Q1 		– Sell
-1,140
Closed -$446K – 3791
2025
Q4 		$446K Sell
1,140
-60
-5% -$19.3K ﹤0.01% 2569
2025
Q3 		$375K Buy
1,200
+37
+3% +$10.2K ﹤0.01% 2595
2025
Q2 		$331K Sell
1,163
-368
-24% -$74.9K ﹤0.01% 2567
2025
Q1 		$282K Buy
1,531
+232
+18% +$53.6K ﹤0.01% 2492
2024
Q4 		$256K Buy
1,299
+269
+26% +$51.7K ﹤0.01% 2511
2024
Q3 		$215K Buy
1,030
+41
+4% +$8.75K ﹤0.01% 2406
2024
Q2 		$232K Buy
+989
New +$196K ﹤0.01% 2179

Other funds holding NVMI

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Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.5B AUM 68.34% 1-Year Est. Return
UIM
USS Investment Management London, United Kingdom $25.6B AUM 30.22% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return