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 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

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

AFG

Allegheny Financial Group Pittsburgh, Pennsylvania $942M AUM 20.23% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Aware Super Sydney, Australia $7.06B AUM

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Evergreen Wealth Management's NVR Position: Q2 2026 in Review

Evergreen Wealth Management increased its NVR (NVR) stake by 63% in Q2 2026, buying an estimated $483K and bringing the position to 197 shares worth $1.34M. The position accounts for 0.63% of the portfolio, ranked #45.

Evergreen Wealth Management first reported a position in NVR in Q4 2022 and has held it in 15 quarters since. 227 funds tracked by Wall St. Rank hold NVR as of Q2 2026.

Evergreen Wealth Management held 197 shares of NVR worth $1.34M as of Q2 2026.
Evergreen Wealth Management bought 76 NVR shares in Q2 2026, an estimated $483K.
NVR made up 0.63% of Evergreen Wealth Management's portfolio in Q2 2026, its #45 holding.
Evergreen Wealth Management first reported a position in NVR in Q4 2022 and has held it in 15 quarters since.
227 funds tracked by Wall St. Rank held NVR as of Q2 2026.

Based on Evergreen Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.