Wells Fargo
NVEE

Wells Fargo’s NV5 Global NVEE Stock Holding History

Wells Fargo’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
Q3 		– Sell
-116,566
Closed -$2.69M – 7296
2025
Q2 		$2.69M Sell
116,566
-10,086
-8% -$202K ﹤0.01% 2968
2025
Q1 		$2.44M Buy
126,652
+16,730
+15% +$306K ﹤0.01% 3009
2024
Q4 		$2.07M Buy
109,922
+12,562
+13% +$276K ﹤0.01% 3168
2024
Q3 		$2.28M Sell
97,360
-576
-0.6% -$13.7K ﹤0.01% 2963
2024
Q2 		$2.28M Sell
97,936
-3,640
-4% -$85K ﹤0.01% 2880
2024
Q1 		$2.49M Buy
101,576
+16,648
+20% +$432K ﹤0.01% 2805
2023
Q4 		$2.36M Buy
84,928
+10,824
+15% +$275K ﹤0.01% 2779
2023
Q3 		$1.78M Sell
74,104
-325,252
-81% -$8.38M ﹤0.01% 2888
2023
Q2 		$11.1M Sell
399,356
-104,320
-21% -$2.56M ﹤0.01% 1537
2023
Q1 		$13.1M Buy
503,676
+8,160
+2% +$245K ﹤0.01% 1400
2022
Q4 		$16.4M Sell
495,516
-25,180
-5% -$875K ﹤0.01% 1226
2022
Q3 		$16.1M Sell
520,696
-19,760
-4% -$646K 0.01% 1208
2022
Q2 		$15.8M Sell
540,456
-94,500
-15% -$2.83M ﹤0.01% 1276
2022
Q1 		$21.2M Sell
634,956
-197,396
-24% -$5.8M 0.01% 1271
2021
Q4 		$28.7M Sell
832,352
-278,164
-25% -$8.01M 0.01% 1092
2021
Q3 		$27.4M Sell
1,110,516
-124,128
-10% -$3.06M 0.01% 1432
2021
Q2 		$29.2M Buy
1,234,644
+33,704
+3% +$766K 0.01% 1412
2021
Q1 		$29M Sell
1,200,940
-100,048
-8% -$2.39M 0.01% 1387
2020
Q4 		$25.6M Sell
1,300,988
-55,672
-4% -$937K 0.01% 1376
2020
Q3 		$17.9M Sell
1,356,660
-138,960
-9% -$1.85M ﹤0.01% 1491
2020
Q2 		$19M Sell
1,495,620
-72,472
-5% -$816K 0.01% 1410
2020
Q1 		$16.2M Sell
1,568,092
-109,740
-7% -$1.47M 0.01% 1362
2019
Q4 		$21.2M Buy
1,677,832
+124,696
+8% +$1.82M 0.01% 1424
2019
Q3 		$26.5M Sell
1,553,136
-74,900
-5% -$1.36M 0.01% 1258
2019
Q2 		$33.1M Sell
1,628,036
-241,372
-13% -$4.31M 0.01% 1149
2019
Q1 		$27.7M Sell
1,869,408
-24,704
-1% -$425K 0.01% 1236
2018
Q4 		$28.7M Buy
1,894,112
+62,956
+3% +$1.17M 0.01% 1154
2018
Q3 		$39.7M Buy
1,831,156
+24,400
+1% +$503K 0.01% 1080
2018
Q2 		$31.3M Buy
1,806,756
+1,180,552
+189% +$18.4M 0.01% 1197
2018
Q1 		$8.73M Buy
626,204
+579,188
+1,232% +$7.14M ﹤0.01% 2133
2017
Q4 		$636K Buy
47,016
+13,148
+39% +$178K ﹤0.01% 4219
2017
Q3 		$463K Buy
33,868
+13,536
+67% +$153K ﹤0.01% 4379
2017
Q2 		$216K Buy
20,332
+504
+3% +$4.86K ﹤0.01% 4730
2017
Q1 		$186K Hold
19,828
– – ﹤0.01% 4854
2016
Q4 		$166K Sell
19,828
-9,996
-34% -$82K ﹤0.01% 4863
2016
Q3 		$241K Buy
29,824
+15,228
+104% +$120K ﹤0.01% 4368
2016
Q2 		$104K Buy
14,596
+6,720
+85% +$45.3K ﹤0.01% 4803
2016
Q1 		$53K Buy
7,876
+1,924
+32% +$9.92K ﹤0.01% 5205
2015
Q4 		$33K Buy
5,952
+5,864
+6,664% +$32K ﹤0.01% 5426
2015
Q3 		$0 Sell
88
-936
-91% -$5.33K ﹤0.01% 6366
2015
Q2 		$6K Buy
+1,024
New +$5.38K ﹤0.01% 5963

Other funds holding NVEE

KOC
Koss-Olinger Consulting Gainesville, Florida $1.19B AUM 15.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Wells Fargo's NVEE Position: Q3 2025 in Review

Wells Fargo sold out of NV5 Global (NVEE) in Q3 2025, closing a stake of 116,566 shares — an estimated $2.69M sold.

Wells Fargo first reported a position in NVEE in Q2 2015 and held it in 41 quarters. The position peaked at $39.7M in Q3 2018. 3 funds tracked by Wall St. Rank hold NVEE as of Q3 2025.

  • Wells Fargo reported no remaining NV5 Global position as of Q3 2025 after selling out during the quarter.
  • Wells Fargo sold 116,566 NV5 Global shares in Q3 2025, an estimated $2.69M.
  • Wells Fargo first reported a position in NV5 Global in Q2 2015 and held it in 41 quarters.
  • Wells Fargo's NV5 Global position peaked at $39.7M in Q3 2018.
  • 3 funds tracked by Wall St. Rank held NV5 Global as of Q3 2025.

Based on Wells Fargo's 13F filing for Q3 2025, filed 13 Nov 2025.