Evergreen Wealth Management
NVR icon

Evergreen Wealth Management’s NVR NVR Stock Holding History

Evergreen 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
2026
Q3 		$1.12M Sell
181
-16
-8% -$102K 0.44% 52
2026
Q2 		$1.34M Buy
197
+76
+63% +$483K 0.63% 45
2026
Q1 		$795K Buy
121
+2
+2% +$14.6K 0.41% 48
2025
Q4 		$865K Buy
119
+4
+3% +$29.9K 0.44% 46
2025
Q3 		$922K Buy
115
+6
+6% +$47.7K 0.48% 44
2025
Q2 		$801K Buy
109
+2
+2% +$14.3K 0.45% 46
2025
Q1 		$775K Sell
107
-3
-3% -$22.8K 0.46% 47
2024
Q4 		$899K Buy
110
+4
+4% +$36.4K 0.53% 48
2024
Q3 		$1.04M Buy
106
+12
+13% +$105K 0.62% 45
2024
Q2 		$715K Hold
94
– – 0.47% 51
2024
Q1 		$764K Hold
94
– – 0.52% 51
2023
Q4 		$660K Buy
94
+3
+3% +$18.5K 0.49% 52
2023
Q3 		$541K Buy
91
+2
+2% +$12.4K 0.43% 53
2023
Q2 		$568K Buy
89
+2
+2% +$11.6K 0.45% 49
2023
Q1 		$487K Buy
87
+5
+6% +$25.8K 0.43% 49
2022
Q4 		$378K Buy
+82
New +$360K 0.35% 52

Other funds holding NVR

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Smead Capital Management
Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $9.18B AUM 10.37% 1-Year Est. Return

Evergreen Wealth Management's NVR Position: Q3 2026 in Review

Evergreen Wealth Management reduced its NVR (NVR) stake by 8.1% in Q3 2026, selling an estimated $102K and leaving 181 shares worth $1.12M. The position accounts for 0.44% of the portfolio, ranked #52.

Evergreen Wealth Management first reported a position in NVR in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.34M in Q2 2026. 383 funds tracked by Wall St. Rank hold NVR as of Q3 2026.

  • Evergreen Wealth Management held 181 shares of NVR worth $1.12M as of Q3 2026.
  • Evergreen Wealth Management sold 16 NVR shares in Q3 2026, an estimated $102K.
  • NVR made up 0.44% of Evergreen Wealth Management's portfolio in Q3 2026, its #52 holding.
  • Evergreen Wealth Management first reported a position in NVR in Q4 2022 and has held it in 16 quarters since.
  • Evergreen Wealth Management's NVR position peaked at $1.34M in Q2 2026.
  • 383 funds tracked by Wall St. Rank held NVR as of Q3 2026.

Based on Evergreen Wealth Management's 13F filing for Q3 2026, filed 6 Nov 2026.