EverSource Wealth Advisors’s NVR NVR Stock Holding History

EverSource Wealth Advisors’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 Q1	$29.1K	Sell	4 -5	-56%	-$36.4K	﹤0.01%	2256
2025 Q4	$67.2K	Buy	9 +2	+29%	+$15K	﹤0.01%	1545
2025 Q3	$57.9K	Sell	7 -3	-30%	-$23.9K	﹤0.01%	1599
2025 Q2	$75.4K	Buy	10 +5	+100%	+$35.8K	﹤0.01%	1362
2025 Q1	$36.2K	Hold	5	–	–	﹤0.01%	1400
2024 Q4	$40.9K	Buy	5 +3	+150%	+$27.3K	﹤0.01%	1275
2024 Q3	$19.6K	Hold	2	–	–	﹤0.01%	1500
2024 Q2	$17.2K	Hold	2	–	–	﹤0.01%	1575
2024 Q1	$14.9K	Sell	2 -3	-60%	-$22.3K	﹤0.01%	1503
2023 Q4	$35K	Hold	5	–	–	﹤0.01%	1032
2023 Q3	$29.8K	Sell	5 -1	-17%	-$6.21K	﹤0.01%	983
2023 Q2	$38.1K	Hold	6	–	–	﹤0.01%	939
2023 Q1	$33.4K	Hold	6	–	–	﹤0.01%	923
2022 Q4	$27.7K	Buy	6 +2	+50%	+$8.79K	﹤0.01%	968
2022 Q3	$16K	Buy	4 +3	+300%	+$12.8K	﹤0.01%	982
2022 Q2	$4K	Sell	1 -2	-67%	-$8.52K	﹤0.01%	1332
2022 Q1	$13K	Buy	3 +2	+200%	+$10.2K	﹤0.01%	879
2021 Q4	$6K	Buy	+1	New	+$5.28K	﹤0.01%	1192

Other funds holding NVR

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital Research Global Investors

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management

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

Principal Financial Group

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

Boston Partners

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return