AWM
NVR icon

AE Wealth Management’s NVR NVR Stock Holding History

AE Wealth Management’s Portfolio NVR Stock Details NVR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-36
Closed -$261K – 2233
2025
Q1 		$261K Sell
36
-13
-27% -$98.9K ﹤0.01% 1151
2024
Q4 		$401K Buy
49
+13
+36% +$118K ﹤0.01% 977
2024
Q3 		$353K Hold
36
– – ﹤0.01% 977
2024
Q2 		$273K Sell
36
-4
-10% -$30.6K ﹤0.01% 1060
2024
Q1 		$324K Sell
40
-4
-9% -$29.7K ﹤0.01% 938
2023
Q4 		$310K Buy
44
+7
+19% +$43.2K ﹤0.01% 1684
2023
Q3 		$221K Buy
37
+2
+6% +$12.4K ﹤0.01% 1748
2023
Q2 		$222K Sell
35
-8
-19% -$46.6K ﹤0.01% 1704
2023
Q1 		$240K Buy
+43
New +$222K ﹤0.01% 1651
2022
Q2 		– Sell
-45
Closed -$201K – 1797
2022
Q1 		$201K Sell
45
-6
-12% -$30.6K ﹤0.01% 1578
2021
Q4 		$301K Buy
51
+3
+6% +$15.8K ﹤0.01% 1444
2021
Q3 		$230K Buy
48
+1
+2% +$5.08K ﹤0.01% 1477
2021
Q2 		$234K Buy
+47
New +$228K ﹤0.01% 1439

Other funds holding NVR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

AE Wealth Management's NVR Position: Q2 2025 in Review

AE Wealth Management sold out of NVR (NVR) in Q2 2025, closing a stake of 36 shares — an estimated $261K sold.

AE Wealth Management first reported a position in NVR in Q2 2021 and held it in 13 quarters. The position peaked at $401K in Q4 2024. 654 funds tracked by Wall St. Rank hold NVR as of Q2 2025.

  • AE Wealth Management reported no remaining NVR position as of Q2 2025 after selling out during the quarter.
  • AE Wealth Management sold 36 NVR shares in Q2 2025, an estimated $261K.
  • AE Wealth Management first reported a position in NVR in Q2 2021 and held it in 13 quarters.
  • AE Wealth Management's NVR position peaked at $401K in Q4 2024.
  • 654 funds tracked by Wall St. Rank held NVR as of Q2 2025.

Based on AE Wealth Management's 13F filing for Q2 2025, filed 6 Aug 2025.