Wellington Management Group
NVEE

Wellington Management Group’s NV5 Global NVEE Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-260,422
Closed -$5.02M 1986
2025
Q1
$5.02M Buy
+260,422
New +$5.02M ﹤0.01% 1369
2023
Q4
Sell
-31,109
Closed -$2.99M 1895
2023
Q3
$2.99M Sell
31,109
-9,500
-23% -$914K ﹤0.01% 1400
2023
Q2
$4.5M Buy
40,609
+18,209
+81% +$2.02M ﹤0.01% 1299
2023
Q1
$2.33M Buy
+22,400
New +$2.33M ﹤0.01% 1477
2022
Q2
Sell
-1,894
Closed -$252K 2157
2022
Q1
$252K Buy
+1,894
New +$252K ﹤0.01% 2045
2021
Q4
Sell
-44,550
Closed -$4.39M 2263
2021
Q3
$4.39M Hold
44,550
﹤0.01% 1536
2021
Q2
$4.21M Buy
+44,550
New +$4.21M ﹤0.01% 1546
2019
Q4
Sell
-27,000
Closed -$1.84M 2082
2019
Q3
$1.84M Buy
+27,000
New +$1.84M ﹤0.01% 1606