CWP
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Curated Wealth Partners’s NVR NVR Stock Holding History

Curated Wealth Partners’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 		$234K Buy
+5,339
New +$33.9M 0.03% 473
2024
Q2 		– Hold
0
– – – 232
2024
Q1 		– Sell
-139
Closed -$1.03M – 236
2023
Q4 		$973K Sell
139
-5
-3% -$30.8K 0.16% 48
2023
Q3 		$859K Sell
144
-14
-9% -$86.9K 0.16% 44
2023
Q2 		$1M Sell
158
-7
-4% -$40.7K 0.19% 35
2023
Q1 		$919K Sell
165
-34
-17% -$175K 0.21% 37
2022
Q4 		$918K Hold
199
– – 0.22% 38
2022
Q3 		$794K Buy
199
+6
+3% +$25.6K 0.23% 38
2022
Q2 		$772K Buy
193
+68
+54% +$290K 0.23% 41
2022
Q1 		$738K Hold
125
– – 0.25% 48
2021
Q4 		$738K Buy
125
+1
+0.8% +$5.28K 0.24% 50
2021
Q3 		$594K Hold
124
– – 0.33% 60
2021
Q2 		$617K Buy
124
+23
+23% +$112K 0.34% 55
2021
Q1 		$476K Buy
101
+19
+23% +$85.3K 0.29% 69
2020
Q4 		$335K Buy
+82
New +$341K 0.22% 93

Other funds holding NVR

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B 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
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
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM