MGWM
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Marks Group Wealth Management’s NVR NVR Stock Holding History

Marks Group 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 		$1.18M Sell
173
-151
-47% -$959K 0.1% 186
2026
Q1 		$2.14M Sell
324
-186
-36% -$1.36M 0.21% 129
2025
Q4 		$3.72M Sell
510
-100
-16% -$748K 0.36% 88
2025
Q3 		$4.9M Buy
610
+7
+1% +$55.7K 0.46% 84
2025
Q2 		$4.45M Buy
603
+14
+2% +$100K 0.41% 83
2025
Q1 		$4.27M Buy
589
+22
+4% +$167K 0.41% 84
2024
Q4 		$4.64M Buy
567
+10
+2% +$91.1K 0.46% 82
2024
Q3 		$5.47M Buy
557
+22
+4% +$192K 0.52% 78
2024
Q2 		$4.06M Hold
535
– – 0.43% 83
2024
Q1 		$4.33M Buy
535
+8
+2% +$59.4K 0.45% 80
2023
Q4 		$3.69M Sell
527
-3
-0.6% -$18.5K 0.42% 83
2023
Q3 		$3.16M Sell
530
-14
-3% -$86.9K 0.39% 88
2023
Q2 		$3.45M Sell
544
-20
-4% -$116K 0.41% 88
2023
Q1 		$3.14M Buy
564
+2
+0.4% +$10.3K 0.4% 88
2022
Q4 		$2.59M Sell
562
-2
-0.4% -$8.79K 0.35% 94
2022
Q3 		$2.25M Buy
564
+182
+48% +$775K 0.34% 95
2022
Q2 		$1.53M Buy
382
+12
+3% +$51.1K 0.22% 124
2022
Q1 		$1.65M Buy
370
+47
+15% +$239K 0.21% 122
2021
Q4 		$1.93M Buy
323
+3
+0.9% +$15.8K 0.24% 119
2021
Q3 		$1.58M Hold
320
– – 0.21% 121
2021
Q2 		$1.6M Sell
320
-9
-3% -$43.7K 0.22% 123
2021
Q1 		$1.6M Buy
329
+13
+4% +$58.3K 0.24% 114
2020
Q4 		$1.29M Buy
316
+15
+5% +$62.4K 0.2% 132
2020
Q3 		$1.23M Buy
+301
New +$1.16M 0.22% 123

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

Marks Group Wealth Management's NVR Position: Q2 2026 in Review

Marks Group Wealth Management reduced its NVR (NVR) stake by 47% in Q2 2026, selling an estimated $959K and leaving 173 shares worth $1.18M. The position accounts for 0.1% of the portfolio, ranked #186.

Marks Group Wealth Management first reported a position in NVR in Q3 2020 and has held it in 24 quarters since. The position peaked at $5.47M in Q3 2024. 688 funds tracked by Wall St. Rank hold NVR as of Q2 2026.

  • Marks Group Wealth Management held 173 shares of NVR worth $1.18M as of Q2 2026.
  • Marks Group Wealth Management sold 151 NVR shares in Q2 2026, an estimated $959K.
  • NVR made up 0.1% of Marks Group Wealth Management's portfolio in Q2 2026, its #186 holding.
  • Marks Group Wealth Management first reported a position in NVR in Q3 2020 and has held it in 24 quarters since.
  • Marks Group Wealth Management's NVR position peaked at $5.47M in Q3 2024.
  • 688 funds tracked by Wall St. Rank held NVR as of Q2 2026.

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