Mayflower Financial Advisors, LLC NVT — NVENT ELECTRIC PLC

Ownership history in Mayflower Financial Advisors, LLC  ·  10 quarters on record

AI Ownership Summary

Mayflower Financial Advisors, LLC reported NVENT ELECTRIC PLC (NVT) in 10 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.08% in 2026 Q1. The latest visible filing shows NVT at 0.05% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this NVT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Mayflower Financial Advisors, LLC's position in NVENT ELECTRIC PLC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

NVT was reported at 0.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.08% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

NVT stock page Mayflower Financial Advisors, LLC fund profile Mayflower Financial Advisors, LLC full holdings
How Mayflower Financial Advisors, LLC held NVT — position size vs. price
% of Fund (quarterly)    NVT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 3,636 -1,869 -34.0% 0.05% $617K 2026-07-09 $158.05
2026 Q1 ADDED — — — 5,505 +192 +3.6% 0.08% $651K 2026-04-23 $142.55
2025 Q4 REDUCED 12.6% +16.2% ❌ 5,313 -764 -12.6% 0.07% $542K 2026-01-13 $106.28
2025 Q3 ADDED — — — 6,077 +1,092 +21.9% 0.08% $599K 2025-10-17 $99.00
2025 Q2 REDUCED — — — 4,985 -20 -0.4% 0.05% $365K 2025-08-04 $90.01
2025 Q1 REDUCED — — — 5,005 -28 -0.6% 0.04% $262K 2025-05-02 $59.15
2024 Q4 ADDED — — — 5,033 +7 +0.1% 0.05% $343K 2025-01-22 $74.53
2024 Q3 ADDED — — — 5,026 +777 +18.3% 0.05% $353K 2024-11-04 $67.81
2024 Q2 ADDED — — — 4,249 +6 +0.1% 0.05% $325K 2024-08-02 $63.32
2024 Q1 INITIATED — — — 4,243 — — 0.05% $320K 2024-04-29 $73.83

🏢 Other funds also holding NVT

As of 2026 Q2 — sorted by position size

LVM CAPITAL MANAGEMENT LTD/MI 3Y 7Y 2.27% CONGRESS ASSET MANAGEMENT CO 3Y 7Y 1.03% Hudson Value Partners, LLC 3Y 0.43% Focus Financial Network, Inc. 0.38% Balefire, LLC 3Y 7Y 0.31% Buska Wealth Management, LLC 0.23% Steadtrust LLC 0.21% Legacy Wealth Asset Management, LLC 3Y 0.16% Whitcomb & Hess, Inc. 3Y 0.15% Handelsbanken Fonder AB 3Y 7Y 0.13%

FAQ About Mayflower Financial Advisors, LLC and NVT

These are the practical questions this page is built to answer before you even open the full history table.

How long has Mayflower Financial Advisors, LLC reported owning NVT?

Mayflower Financial Advisors, LLC reported NVT across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported NVT position in Mayflower Financial Advisors, LLC's portfolio?

The largest reported portfolio weight for NVT was 0.08% in 2026 Q1.

What is the latest reported NVT position on this page?

The most recent filing on this page is 2026 Q2, when Mayflower Financial Advisors, LLC reported 3,636 shares, equal to 0.05% of portfolio, with an estimated market value of $617K.

What does the chart on this NVT ownership page compare?

The chart compares Mayflower Financial Advisors, LLC's quarterly NVT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Mayflower Financial Advisors, LLC time their NVT position?

Based on 13F filing dates vs. subsequent NVT price moves, Mayflower Financial Advisors, LLC correctly timed 4 out of 9 reported position changes (44%). The annualised alpha on NVT relative to SPY over the holding period was +17.1%.

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