Lodestone Wealth Management’s NVR NVR Stock Holding History

Lodestone 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	$1.69M	Sell	248 -9	-4%	-$57.2K	0.6%	47
2026 Q1	$1.69M	Sell	257 -4	-2%	-$29.2K	0.67%	46
2025 Q4	$1.9M	Sell	261 -1	-0.4%	-$7.48K	0.78%	40
2025 Q3	$2.11M	Sell	262 -2	-0.8%	-$15.9K	0.95%	39
2025 Q2	$1.95M	Hold	264	–	–	0.95%	37
2025 Q1	$1.91M	Sell	264 -45	-15%	-$342K	1.02%	38
2024 Q4	$2.53M	Sell	309 -6	-2%	-$54.6K	1.27%	26
2024 Q3	$3.09M	Buy	315 +1	+0.3%	+$8.73K	1.55%	19
2024 Q2	$2.38M	Sell	314 -24	-7%	-$184K	1.26%	26
2024 Q1	$2.74M	Sell	338 -34	-9%	-$253K	1.44%	21
2023 Q4	$2.6M	Hold	372	–	–	1.51%	17
2023 Q3	$2.22M	Sell	372 -13	-3%	-$80.7K	1.55%	18
2023 Q2	$2.44M	Sell	385 -23	-6%	-$134K	1.68%	15
2023 Q1	$2.27M	Hold	408	–	–	1.75%	12
2022 Q4	$1.88M	Buy	+408	New	+$1.79M	1.52%	19

Other funds holding NVR

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

AFG

Allegheny Financial Group Pittsburgh, Pennsylvania $942M AUM 20.23% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Aware Super Sydney, Australia $7.06B AUM

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

BPC

Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Lodestone Wealth Management's NVR Position: Q2 2026 in Review

Lodestone Wealth Management reduced its NVR (NVR) stake by 3.5% in Q2 2026, selling an estimated $57.2K and leaving 248 shares worth $1.69M. The position accounts for 0.6% of the portfolio, ranked #47.

Lodestone Wealth Management first reported a position in NVR in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.09M in Q3 2024. 193 funds tracked by Wall St. Rank hold NVR as of Q2 2026.

Lodestone Wealth Management held 248 shares of NVR worth $1.69M as of Q2 2026.
Lodestone Wealth Management sold 9 NVR shares in Q2 2026, an estimated $57.2K.
NVR made up 0.6% of Lodestone Wealth Management's portfolio in Q2 2026, its #47 holding.
Lodestone Wealth Management first reported a position in NVR in Q4 2022 and has held it in 15 quarters since.
Lodestone Wealth Management's NVR position peaked at $3.09M in Q3 2024.
193 funds tracked by Wall St. Rank held NVR as of Q2 2026.

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