Mount Vernon Associates’s NVR NVR Stock Holding History

Mount Vernon Associates’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	$308K	Hold	50	–	–	0.2%	47
2026 Q2	$341K	Hold	50	–	–	0.22%	48
2026 Q1	$329K	Hold	50	–	–	0.23%	47
2025 Q4	$365K	Hold	50	–	–	0.25%	46
2025 Q3	$402K	Hold	50	–	–	0.28%	39
2025 Q2	$369K	Hold	50	–	–	0.27%	41
2025 Q1	$362K	Hold	50	–	–	0.3%	41
2024 Q4	$409K	Hold	50	–	–	0.32%	40
2024 Q3	$491K	Hold	50	–	–	0.39%	40
2024 Q2	$379K	Hold	50	–	–	0.34%	42
2024 Q1	$405K	Hold	50	–	–	0.34%	43
2023 Q4	$350K	Hold	50	–	–	0.34%	42
2023 Q3	$298K	Hold	50	–	–	0.33%	44
2023 Q2	$318K	Hold	50	–	–	0.34%	43
2023 Q1	$279K	Hold	50	–	–	0.33%	44
2022 Q4	$231K	Buy	+50	New	+$220K	0.3%	47
2022 Q3	–	Sell	-50	Closed	-$200K	–	51
2022 Q2	$200K	Hold	50	–	–	0.24%	50
2022 Q1	$223K	Hold	50	–	–	0.22%	49
2021 Q4	$295K	Hold	50	–	–	0.26%	46
2021 Q3	$240K	Hold	50	–	–	0.22%	49
2021 Q2	$249K	Hold	50	–	–	0.23%	49
2021 Q1	$236K	Hold	50	–	–	0.23%	49
2020 Q4	$204K	Hold	50	–	–	0.21%	51
2020 Q3	$204K	Buy	+50	New	+$193K	0.24%	50

Other funds holding NVR

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

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

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return

Mount Vernon Associates's NVR Position: Q3 2026 in Review

Mount Vernon Associates held its NVR (NVR) position steady in Q3 2026 at 50 shares worth $308K. The position accounts for 0.2% of the portfolio, ranked #47.

Mount Vernon Associates first reported a position in NVR in Q3 2020 and has held it in 24 quarters since. The position peaked at $491K in Q3 2024. 335 funds tracked by Wall St. Rank hold NVR as of Q3 2026.

Mount Vernon Associates held 50 shares of NVR worth $308K as of Q3 2026.
Mount Vernon Associates left its NVR share count unchanged in Q3 2026.
NVR made up 0.2% of Mount Vernon Associates's portfolio in Q3 2026, its #47 holding.
Mount Vernon Associates first reported a position in NVR in Q3 2020 and has held it in 24 quarters since.
Mount Vernon Associates's NVR position peaked at $491K in Q3 2024.
335 funds tracked by Wall St. Rank held NVR as of Q3 2026.

Based on Mount Vernon Associates's 13F filing for Q3 2026, filed 26 Oct 2026.