YDMI
NVMI

Y.D. More Investments’s Nova NVMI Stock Holding History

Y.D. More Investments’s Portfolio NVMI Stock Details NVMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$217M Buy
409,690
+32,111
+9% +$16.5M 6.75% 4
2026
Q1 		$162M Buy
377,579
+50,154
+15% +$22.1M 6.34% 3
2025
Q4 		$109M Sell
327,425
-2,355
-0.7% -$757K 5.24% 4
2025
Q3 		$105M Buy
329,780
+11,745
+4% +$3.24M 5.91% 4
2025
Q2 		$89.8M Buy
318,035
+20,114
+7% +$4.09M 6.18% 3
2025
Q1 		$54.5M Buy
297,921
+1,614
+0.5% +$373K 4.77% 4
2024
Q4 		$58.4M Buy
296,307
+67,734
+30% +$13M 5.25% 3
2024
Q3 		$48M Sell
228,573
-60,413
-21% -$12.9M 5.03% 3
2024
Q2 		$67.5M Buy
288,986
+278,786
+2,733% +$55.2M 6.89% 3
2024
Q1 		$1.81M Sell
10,200
-100
-1% -$15.8K 0.32% 63
2023
Q4 		$1.42M Buy
10,300
+5,400
+110% +$624K 0.27% 63
2023
Q3 		$551K Buy
+4,900
New +$576K 0.11% 102
2023
Q1 		– Sell
-385
Closed -$31.5K – 405
2022
Q4 		$31.5K Buy
+385
New +$31.4K 0.01% 277

Other funds holding NVMI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
UIM
USS Investment Management London, United Kingdom $27.8B AUM 39.42% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Y.D. More Investments's NVMI Position: Q2 2026 in Review

Y.D. More Investments increased its Nova (NVMI) stake by 8.5% in Q2 2026, buying an estimated $16.5M and bringing the position to 409,690 shares worth $217M. The position accounts for 6.75% of the portfolio, ranked #4.

Y.D. More Investments first reported a position in NVMI in Q4 2022 and has held it in 13 quarters since. 345 funds tracked by Wall St. Rank hold NVMI as of Q2 2026.

  • Y.D. More Investments held 409,690 shares of Nova worth $217M as of Q2 2026.
  • Y.D. More Investments bought 32,111 Nova shares in Q2 2026, an estimated $16.5M.
  • Nova made up 6.75% of Y.D. More Investments's portfolio in Q2 2026, its #4 holding.
  • Y.D. More Investments first reported a position in Nova in Q4 2022 and has held it in 13 quarters since.
  • 345 funds tracked by Wall St. Rank held Nova as of Q2 2026.

Based on Y.D. More Investments's 13F filing for Q2 2026, filed 5 Aug 2026.