WMG Financial Advisors’s Neighborhood Intelligence, Inc. Common Stock 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

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

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. Common Stock (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. 190 funds tracked by Wall St. Rank hold NXH as of Q2 2026.

WMG Financial Advisors held 95,700 shares of Neighborhood Intelligence, Inc. Common Stock worth $554K as of Q2 2026.
WMG Financial Advisors sold 6,000 Neighborhood Intelligence, Inc. Common Stock shares in Q2 2026, an estimated $32.9K.
Neighborhood Intelligence, Inc. Common Stock 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. Common Stock in Q1 2025 and has held it in 6 quarters since.
WMG Financial Advisors's Neighborhood Intelligence, Inc. Common Stock position peaked at $761K in Q3 2025.
190 funds tracked by Wall St. Rank held Neighborhood Intelligence, Inc. Common Stock as of Q2 2026.

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