Equitable Trust’s NVR NVR Stock Holding History

Equitable Trust’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 Q1	–	Sell	-26	Closed	-$213K	–	479
2024 Q4	$213K	Buy	+26	New	+$237K	0.01%	454
2018 Q3	–	Sell	-80	Closed	-$238K	–	298
2018 Q2	$238K	Buy	+80	New	+$245K	0.03%	241

Other funds holding NVR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Equitable Trust's NVR Position: Q1 2025 in Review

Equitable Trust sold out of NVR (NVR) in Q1 2025, closing a stake of 26 shares — an estimated $213K sold.

Equitable Trust first reported a position in NVR in Q2 2018 and held it in 2 quarters. The position peaked at $238K in Q2 2018. 675 funds tracked by Wall St. Rank hold NVR as of Q1 2025.

Equitable Trust reported no remaining NVR position as of Q1 2025 after selling out during the quarter.
Equitable Trust sold 26 NVR shares in Q1 2025, an estimated $213K.
Equitable Trust first reported a position in NVR in Q2 2018 and held it in 2 quarters.
Equitable Trust's NVR position peaked at $238K in Q2 2018.
675 funds tracked by Wall St. Rank held NVR as of Q1 2025.

Based on Equitable Trust's 13F filing for Q1 2025, filed 25 Apr 2025.