WFA
NXH

WMG Financial Advisors’s Neighborhood Intelligence Inc NXH Stock Holding History

WMG Financial Advisors’s Portfolio NXH Stock Details NXH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$554K Sell
95,700
-6,000
-6% -$32.9K 0.21% 51
2026
Q1 		$472K Buy
101,700
+8,850
+10% +$49.5K 0.2% 49
2025
Q4 		$507K Buy
92,850
+7,380
+9% +$53.6K 0.21% 59
2025
Q3 		$761K Buy
85,470
+26,785
+46% +$221K 0.25% 62
2025
Q2 		$367K Buy
58,685
+38,390
+189% +$186K 0.14% 103
2025
Q1 		$107K Buy
+20,295
New +$123K 0.05% 166

Other funds holding NXH

TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

WMG Financial Advisors's NXH Position: Q2 2026 in Review

WMG Financial Advisors reduced its Neighborhood Intelligence Inc (NXH) stake by 5.9% in Q2 2026, selling an estimated $32.9K and leaving 95,700 shares worth $554K. The position accounts for 0.21% of the portfolio, ranked #51.

WMG Financial Advisors first reported a position in NXH in Q1 2025 and has held it in 6 quarters since. The position peaked at $761K in Q3 2025. 191 funds tracked by Wall St. Rank hold NXH as of Q2 2026.

  • WMG Financial Advisors held 95,700 shares of Neighborhood Intelligence Inc worth $554K as of Q2 2026.
  • WMG Financial Advisors sold 6,000 Neighborhood Intelligence Inc shares in Q2 2026, an estimated $32.9K.
  • Neighborhood Intelligence Inc made up 0.21% of WMG Financial Advisors's portfolio in Q2 2026, its #51 holding.
  • WMG Financial Advisors first reported a position in Neighborhood Intelligence Inc in Q1 2025 and has held it in 6 quarters since.
  • WMG Financial Advisors's Neighborhood Intelligence Inc position peaked at $761K in Q3 2025.
  • 191 funds tracked by Wall St. Rank held Neighborhood Intelligence Inc as of Q2 2026.

Based on WMG Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.