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GoalVest Advisory’s NVR NVR Stock Holding History

GoalVest Advisory’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 		$20.4K Buy
3
+1
+50% +$6.35K ﹤0.01% 300
2026
Q1 		$13.2K Sell
2
-1
-33% -$7.29K ﹤0.01% 358
2025
Q4 		$21.9K Hold
3
– – ﹤0.01% 341
2025
Q3 		$24.1K Buy
+3
New +$23.9K 0.01% 282

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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

GoalVest Advisory's NVR Position: Q2 2026 in Review

GoalVest Advisory increased its NVR (NVR) stake by 50% in Q2 2026, buying an estimated $6.35K and bringing the position to 3 shares worth $20.4K. The position accounts for ﹤0.01% of the portfolio, ranked #300.

GoalVest Advisory first reported a position in NVR in Q3 2025 and has held it in 4 quarters since. The position peaked at $24.1K in Q3 2025. 688 funds tracked by Wall St. Rank hold NVR as of Q2 2026.

  • GoalVest Advisory held 3 shares of NVR worth $20.4K as of Q2 2026.
  • GoalVest Advisory bought 1 NVR share in Q2 2026, an estimated $6.35K.
  • NVR made up ﹤0.01% of GoalVest Advisory's portfolio in Q2 2026, its #300 holding.
  • GoalVest Advisory first reported a position in NVR in Q3 2025 and has held it in 4 quarters since.
  • GoalVest Advisory's NVR position peaked at $24.1K in Q3 2025.
  • 688 funds tracked by Wall St. Rank held NVR as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.