CWM
NVR icon

Compass Wealth Management’s NVR NVR Stock Holding History

Compass 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
-3
Closed -$21.7K – 323
2025
Q1 		$21.7K Hold
3
– – 0.01% 319
2024
Q4 		$24.5K Hold
3
– – 0.01% 306
2024
Q3 		$29.4K Hold
3
– – 0.01% 298
2024
Q2 		$22.8K Hold
3
– – 0.01% 318
2024
Q1 		$24.3K Hold
3
– – 0.01% 306
2023
Q4 		$21K Hold
3
– – 0.01% 310
2023
Q3 		$17.9K Hold
3
– – 0.01% 323
2023
Q2 		$19.1K Hold
3
– – 0.01% 331
2023
Q1 		$16.7K Hold
3
– – 0.01% 339
2022
Q4 		$13.8K Buy
+3
New +$13.2K ﹤0.01% 345

Other funds holding NVR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
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
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Compass Wealth Management's NVR Position: Q2 2025 in Review

Compass Wealth Management sold out of NVR (NVR) in Q2 2025, closing a stake of 3 shares — an estimated $21.7K sold.

Compass Wealth Management first reported a position in NVR in Q4 2022 and held it in 10 quarters. The position peaked at $29.4K in Q3 2024. 654 funds tracked by Wall St. Rank hold NVR as of Q2 2025.

  • Compass Wealth Management reported no remaining NVR position as of Q2 2025 after selling out during the quarter.
  • Compass Wealth Management sold 3 NVR shares in Q2 2025, an estimated $21.7K.
  • Compass Wealth Management first reported a position in NVR in Q4 2022 and held it in 10 quarters.
  • Compass Wealth Management's NVR position peaked at $29.4K in Q3 2024.
  • 654 funds tracked by Wall St. Rank held NVR as of Q2 2025.

Based on Compass Wealth Management's 13F filing for Q2 2025, filed 8 Aug 2025.