BA
NVR icon

Ballew Advisors’s NVR NVR Stock Holding History

Ballew Advisors’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
2026
Q2 		$702K Hold
104
– – 0.36% 56
2026
Q1 		$707K Hold
104
– – 0.4% 53
2025
Q4 		$798K Hold
104
– – 0.45% 47
2025
Q3 		$805K Hold
104
– – 0.45% 49
2025
Q2 		$793K Sell
104
-2
-2% -$14.3K 0.47% 47
2025
Q1 		$764K Hold
106
– – 0.51% 47
2024
Q4 		$844K Hold
106
– – 0.54% 45
2024
Q3 		$1.02M Sell
106
-2
-2% -$17.5K 0.68% 34
2024
Q2 		$871K Hold
108
– – 0.58% 40
2024
Q1 		$827K Sell
108
-4
-4% -$29.7K 0.57% 46
2023
Q4 		$802K Buy
112
+4
+4% +$24.7K 0.6% 44
2023
Q3 		$641K Hold
108
– – 0.53% 57
2023
Q2 		$670K Hold
108
– – 0.48% 54
2023
Q1 		$682K Hold
108
– – 0.5% 55
2022
Q4 		$533K Hold
108
– – 0.41% 57
2022
Q3 		$453K Hold
108
– – 0.41% 58
2022
Q2 		$471K Hold
108
– – 0.43% 56
2022
Q1 		$477K Buy
+108
New +$550K 0.36% 64

Other funds holding NVR

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
LCS
Luma Capital SA Luxembourg $112M AUM
MIM
Montgomery Investment Management Rockville, Maryland $330M AUM 40.79% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return