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Wealthstar Advisors’s NLI Holdings NL Stock Holding History

Wealthstar Advisors’s Portfolio NL Stock Details NL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-166,621
Closed -$1.32M – 151
2025
Q1 		$1.32M Buy
166,621
+80,381
+93% +$598K 0.6% 40
2024
Q4 		$670K Buy
+86,240
New +$683K 0.29% 63

Other funds holding NL

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AC
Aristides Capital Louisville, Kentucky $462M AUM 28.94% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wealthstar Advisors's NL Position: Q2 2025 in Review

Wealthstar Advisors sold out of NLI Holdings (NL) in Q2 2025, closing a stake of 166,621 shares — an estimated $1.32M sold.

Wealthstar Advisors first reported a position in NL in Q4 2024 and held it in 2 quarters. The position peaked at $1.32M in Q1 2025. 73 funds tracked by Wall St. Rank hold NL as of Q2 2025.

  • Wealthstar Advisors reported no remaining NLI Holdings position as of Q2 2025 after selling out during the quarter.
  • Wealthstar Advisors sold 166,621 NLI Holdings shares in Q2 2025, an estimated $1.32M.
  • Wealthstar Advisors first reported a position in NLI Holdings in Q4 2024 and held it in 2 quarters.
  • Wealthstar Advisors's NLI Holdings position peaked at $1.32M in Q1 2025.
  • 73 funds tracked by Wall St. Rank held NLI Holdings as of Q2 2025.

Based on Wealthstar Advisors's 13F filing for Q2 2025, filed 24 Jul 2025.