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Forum Financial Management’s NVR NVR Stock Holding History

Forum Financial 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
Q1 		– Sell
-58
Closed -$423K – 765
2025
Q4 		$423K Hold
58
– – 0.01% 564
2025
Q3 		$466K Hold
58
– – 0.01% 493
2025
Q2 		$428K Buy
+58
New +$416K 0.01% 475
2025
Q1 		– Sell
-26
Closed -$213K – 915
2024
Q4 		$213K Hold
26
– – ﹤0.01% 821
2024
Q3 		$255K Buy
+26
New +$227K ﹤0.01% 598
2024
Q2 		– Sell
-26
Closed -$211K – 754
2024
Q1 		$211K Buy
+26
New +$193K ﹤0.01% 684
2022
Q1 		– Hold
0
– – – 432
2021
Q4 		– Hold
0
– – – 331

Other funds holding NVR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Forum Financial Management's NVR Position: Q1 2026 in Review

Forum Financial Management sold out of NVR (NVR) in Q1 2026, closing a stake of 58 shares — an estimated $423K sold.

Forum Financial Management first reported a position in NVR in Q1 2024 and held it in 6 quarters. The position peaked at $466K in Q3 2025. 655 funds tracked by Wall St. Rank hold NVR as of Q1 2026.

  • Forum Financial Management reported no remaining NVR position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 58 NVR shares in Q1 2026, an estimated $423K.
  • Forum Financial Management first reported a position in NVR in Q1 2024 and held it in 6 quarters.
  • Forum Financial Management's NVR position peaked at $466K in Q3 2025.
  • 655 funds tracked by Wall St. Rank held NVR as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.