Bar Harbor Wealth Management’s NVR NVR Stock Holding History

Bar Harbor 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
2026 Q2	$273K	Sell	40 -5	-11%	-$31.8K	0.01%	231
2026 Q1	$297K	Hold	45	–	–	0.02%	223
2025 Q4	$328K	Buy	45 +10	+29%	+$74.8K	0.02%	216
2025 Q3	$281K	Hold	35	–	–	0.02%	224
2025 Q2	$258K	Hold	35	–	–	0.02%	222
2025 Q1	$254K	Buy	35 +5	+17%	+$38K	0.02%	224
2024 Q4	$245K	Hold	30	–	–	0.02%	226
2024 Q3	$294K	Hold	30	–	–	0.02%	226
2024 Q2	$228K	Hold	30	–	–	0.02%	240
2024 Q1	$243K	Hold	30	–	–	0.02%	233
2023 Q4	$210K	Buy	+30	New	+$185K	0.02%	239
2020 Q1	–	Sell	-71	Closed	-$270K	–	267
2019 Q4	$270K	Sell	71 -26	-27%	-$96.3K	0.03%	254
2019 Q3	$361K	Buy	+97	New	+$342K	0.04%	239
2018 Q4	–	Sell	-88	Closed	-$217K	–	296
2018 Q3	$217K	Sell	88 -11	-11%	-$30.4K	0.02%	287
2018 Q2	$294K	Hold	99	–	–	0.04%	250
2018 Q1	$277K	Buy	99 +7	+8%	+$22.3K	0.03%	255
2017 Q4	$323K	Buy	+92	New	+$299K	0.04%	240
2014 Q4	–	Sell	-371	Closed	-$419K	–	264
2014 Q3	$419K	Hold	371	–	–	0.05%	190
2014 Q2	$427K	Hold	371	–	–	0.05%	191
2014 Q1	$426K	Hold	371	–	–	0.05%	191
2013 Q4	$381K	Sell	371 -51	-12%	-$48.4K	0.05%	193
2013 Q3	$388K	Hold	422	–	–	0.05%	189
2013 Q2	$389K	Buy	+422	New	+$419K	0.06%	186

Other funds holding NVR

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 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

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 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 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

SIA

SeaBridge Investment Advisors Summit, New Jersey $692M AUM 52.26% 1-Year Est. Return

Bar Harbor Wealth Management's NVR Position: Q2 2026 in Review

Bar Harbor Wealth Management reduced its NVR (NVR) stake by 11% in Q2 2026, selling an estimated $31.8K and leaving 40 shares worth $273K. The position accounts for 0.01% of the portfolio, ranked #231.

Bar Harbor Wealth Management first reported a position in NVR in Q2 2013 and has held it in 23 quarters since. The position peaked at $427K in Q2 2014. 68 funds tracked by Wall St. Rank hold NVR as of Q2 2026.

Bar Harbor Wealth Management held 40 shares of NVR worth $273K as of Q2 2026.
Bar Harbor Wealth Management sold 5 NVR shares in Q2 2026, an estimated $31.8K.
NVR made up 0.01% of Bar Harbor Wealth Management's portfolio in Q2 2026, its #231 holding.
Bar Harbor Wealth Management first reported a position in NVR in Q2 2013 and has held it in 23 quarters since.
Bar Harbor Wealth Management's NVR position peaked at $427K in Q2 2014.
68 funds tracked by Wall St. Rank held NVR as of Q2 2026.

Based on Bar Harbor Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.