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
2019
Q1 		– Sell
-120,000
Closed -$618K – 6323
2018
Q4 		$618K Buy
+120,000
New +$2.23M ﹤0.01% 4206

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.