Bar Harbor Wealth Management
NVR icon

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
Q3 		$246K Hold
40
– – 0.01% 255
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Smead Capital Management
Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $9.18B AUM 10.37% 1-Year Est. Return

Bar Harbor Wealth Management's NVR Position: Q3 2026 in Review

Bar Harbor Wealth Management held its NVR (NVR) position steady in Q3 2026 at 40 shares worth $246K. The position accounts for 0.01% of the portfolio, ranked #255.

Bar Harbor Wealth Management first reported a position in NVR in Q2 2013 and has held it in 24 quarters since. The position peaked at $427K in Q2 2014. 383 funds tracked by Wall St. Rank hold NVR as of Q3 2026.

  • Bar Harbor Wealth Management held 40 shares of NVR worth $246K as of Q3 2026.
  • Bar Harbor Wealth Management left its NVR share count unchanged in Q3 2026.
  • NVR made up 0.01% of Bar Harbor Wealth Management's portfolio in Q3 2026, its #255 holding.
  • Bar Harbor Wealth Management first reported a position in NVR in Q2 2013 and has held it in 24 quarters since.
  • Bar Harbor Wealth Management's NVR position peaked at $427K in Q2 2014.
  • 383 funds tracked by Wall St. Rank held NVR as of Q3 2026.

Based on Bar Harbor Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.