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 – 3789
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

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
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wealth Enhancement Advisory Services's NVMI Position: Q1 2026 in Review

Wealth Enhancement Advisory Services sold out of Nova (NVMI) in Q1 2026, closing a stake of 1,140 shares — an estimated $446K sold.

Wealth Enhancement Advisory Services first reported a position in NVMI in Q2 2024 and held it in 7 quarters. The position peaked at $446K in Q4 2025. 330 funds tracked by Wall St. Rank hold NVMI as of Q1 2026.

  • Wealth Enhancement Advisory Services reported no remaining Nova position as of Q1 2026 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 1,140 Nova shares in Q1 2026, an estimated $446K.
  • Wealth Enhancement Advisory Services first reported a position in Nova in Q2 2024 and held it in 7 quarters.
  • Wealth Enhancement Advisory Services's Nova position peaked at $446K in Q4 2025.
  • 330 funds tracked by Wall St. Rank held Nova as of Q1 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q1 2026, filed 8 Apr 2026.