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Cherry Tree Wealth Management’s NVR NVR Stock Holding History

Cherry Tree 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
-1
Closed -$7.25K – 705
2025
Q1 		$7.25K Hold
1
– – ﹤0.01% 482
2024
Q4 		$8.18K Hold
1
– – ﹤0.01% 439
2024
Q3 		$9.81K Hold
1
– – ﹤0.01% 421
2024
Q2 		$7.59K Buy
+1
New +$7.65K ﹤0.01% 426

Other funds holding NVR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
N
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 $1.56T AUM 27.86% 1-Year Est. Return

Cherry Tree Wealth Management's NVR Position: Q2 2025 in Review

Cherry Tree Wealth Management sold out of NVR (NVR) in Q2 2025, closing a stake of 1 share — an estimated $7.25K sold.

Cherry Tree Wealth Management first reported a position in NVR in Q2 2024 and held it in 4 quarters. The position peaked at $9.81K in Q3 2024. 652 funds tracked by Wall St. Rank hold NVR as of Q2 2025.

  • Cherry Tree Wealth Management reported no remaining NVR position as of Q2 2025 after selling out during the quarter.
  • Cherry Tree Wealth Management sold 1 NVR share in Q2 2025, an estimated $7.25K.
  • Cherry Tree Wealth Management first reported a position in NVR in Q2 2024 and held it in 4 quarters.
  • Cherry Tree Wealth Management's NVR position peaked at $9.81K in Q3 2024.
  • 652 funds tracked by Wall St. Rank held NVR as of Q2 2025.

Based on Cherry Tree Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.