IFWM
NVR icon

Institute for Wealth Management’s NVR NVR Stock Holding History

Institute for 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 		$34.1K Buy
+5
New +$31.8K ﹤0.01% 985

Other funds holding NVR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Institute for Wealth Management's NVR Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in NVR (NVR) in Q2 2026: 5 shares worth $34.1K. The stake represents ﹤0.01% of the portfolio and ranks #985 among its holdings.

355 funds tracked by Wall St. Rank hold NVR as of Q2 2026.

  • Institute for Wealth Management held 5 shares of NVR worth $34.1K as of Q2 2026.
  • NVR was a new Institute for Wealth Management position in Q2 2026.
  • NVR made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #985 holding.
  • 355 funds tracked by Wall St. Rank held NVR as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.