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 Q2	$308K	Buy	45 +41	+1,025%	+$260K	0.01%	789
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

EverSource Wealth Advisors's NVR Position: Q2 2026 in Review

EverSource Wealth Advisors increased its NVR (NVR) stake by 1,025% in Q2 2026, buying an estimated $260K and bringing the position to 45 shares worth $308K. The position accounts for 0.01% of the portfolio, ranked #789.

EverSource Wealth Advisors first reported a position in NVR in Q4 2021 and has held it in 19 quarters since. 689 funds tracked by Wall St. Rank hold NVR as of Q2 2026.

EverSource Wealth Advisors held 45 shares of NVR worth $308K as of Q2 2026.
EverSource Wealth Advisors bought 41 NVR shares in Q2 2026, an estimated $260K.
NVR made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #789 holding.
EverSource Wealth Advisors first reported a position in NVR in Q4 2021 and has held it in 19 quarters since.
689 funds tracked by Wall St. Rank held NVR as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.