CWA
NVR icon

CM Wealth Advisors’s NVR NVR Stock Holding History

CM Wealth 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 		$273K Hold
40
– – 0.05% 155
2026
Q1 		$264K Hold
40
– – 0.06% 121
2025
Q4 		$292K Buy
+40
New +$299K 0.07% 116
2024
Q2 		– Sell
-35
Closed -$271K – 145
2024
Q1 		$271K Buy
+35
New +$260K 0.08% 144
2023
Q3 		– Sell
-54
Closed -$343K – 143
2023
Q2 		$343K Sell
54
-272
-83% -$1.58M 0.11% 93
2023
Q1 		$1.85M Buy
+326
New +$1.68M 0.36% 57

Other funds holding NVR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

CM Wealth Advisors's NVR Position: Q2 2026 in Review

CM Wealth Advisors held its NVR (NVR) position steady in Q2 2026 at 40 shares worth $273K. The position accounts for 0.05% of the portfolio, ranked #155.

CM Wealth Advisors first reported a position in NVR in Q1 2023 and has held it in 6 quarters since. The position peaked at $1.85M in Q1 2023. 688 funds tracked by Wall St. Rank hold NVR as of Q2 2026.

  • CM Wealth Advisors held 40 shares of NVR worth $273K as of Q2 2026.
  • CM Wealth Advisors left its NVR share count unchanged in Q2 2026.
  • NVR made up 0.05% of CM Wealth Advisors's portfolio in Q2 2026, its #155 holding.
  • CM Wealth Advisors first reported a position in NVR in Q1 2023 and has held it in 6 quarters since.
  • CM Wealth Advisors's NVR position peaked at $1.85M in Q1 2023.
  • 688 funds tracked by Wall St. Rank held NVR as of Q2 2026.

Based on CM Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.