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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return