Wellington Management Group
NVEE

Wellington Management Group’s NV5 Global NVEE Stock Holding History

Wellington Management Group’s Portfolio NVEE Stock Details NVEE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-260,422
Closed -$5.02M – 2019
2025
Q1 		$5.02M Buy
+260,422
New +$4.77M ﹤0.01% 1370
2023
Q4 		– Sell
-124,436
Closed -$2.99M – 1895
2023
Q3 		$2.99M Sell
124,436
-38,000
-23% -$979K ﹤0.01% 1400
2023
Q2 		$4.5M Buy
162,436
+72,836
+81% +$1.79M ﹤0.01% 1299
2023
Q1 		$2.33M Buy
+89,600
New +$2.69M ﹤0.01% 1477
2022
Q2 		– Sell
-7,576
Closed -$252K – 2157
2022
Q1 		$252K Buy
+7,576
New +$223K ﹤0.01% 2045
2021
Q4 		– Sell
-178,200
Closed -$4.39M – 2263
2021
Q3 		$4.39M Hold
178,200
– – ﹤0.01% 1536
2021
Q2 		$4.21M Buy
+178,200
New +$4.05M ﹤0.01% 1546
2019
Q4 		– Sell
-108,000
Closed -$1.84M – 2082
2019
Q3 		$1.84M Buy
+108,000
New +$1.96M ﹤0.01% 1606

Other funds holding NVEE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CM
Cercano Management Bellevue, Washington $750M AUM 25.77% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.6B AUM 93.19% 1-Year Est. Return

Wellington Management Group's NVEE Position: Q2 2025 in Review

Wellington Management Group sold out of NV5 Global (NVEE) in Q2 2025, closing a stake of 260,422 shares — an estimated $5.02M sold.

Wellington Management Group first reported a position in NVEE in Q3 2019 and held it in 8 quarters. The position peaked at $5.02M in Q1 2025. 238 funds tracked by Wall St. Rank hold NVEE as of Q2 2025.

  • Wellington Management Group reported no remaining NV5 Global position as of Q2 2025 after selling out during the quarter.
  • Wellington Management Group sold 260,422 NV5 Global shares in Q2 2025, an estimated $5.02M.
  • Wellington Management Group first reported a position in NV5 Global in Q3 2019 and held it in 8 quarters.
  • Wellington Management Group's NV5 Global position peaked at $5.02M in Q1 2025.
  • 238 funds tracked by Wall St. Rank held NV5 Global as of Q2 2025.

Based on Wellington Management Group's 13F filing for Q2 2025, filed 14 Aug 2025.