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 Q3	$1.69M	Buy	275 +27	+11%	+$171K	0.57%	50
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

Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return

Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Close Asset Management London, United Kingdom $3.42B AUM 34.5% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return

Archon Partners Princeton Junction, New Jersey $968M AUM 10.55% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

Lodestone Wealth Management's NVR Position: Q3 2026 in Review

Lodestone Wealth Management increased its NVR (NVR) stake by 11% in Q3 2026, buying an estimated $171K and bringing the position to 275 shares worth $1.69M. The position accounts for 0.57% of the portfolio, ranked #50.

Lodestone Wealth Management first reported a position in NVR in Q4 2022 and has held it in 16 quarters since. The position peaked at $3.09M in Q3 2024. 207 funds tracked by Wall St. Rank hold NVR as of Q3 2026.

Lodestone Wealth Management held 275 shares of NVR worth $1.69M as of Q3 2026.
Lodestone Wealth Management bought 27 NVR shares in Q3 2026, an estimated $171K.
NVR made up 0.57% of Lodestone Wealth Management's portfolio in Q3 2026, its #50 holding.
Lodestone Wealth Management first reported a position in NVR in Q4 2022 and has held it in 16 quarters since.
Lodestone Wealth Management's NVR position peaked at $3.09M in Q3 2024.
207 funds tracked by Wall St. Rank held NVR as of Q3 2026.

Based on Lodestone Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.