Mount Yale Investment Advisors’s NVR NVR Stock Holding History

Mount Yale Investment Advisors’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	$3.67M	Sell	538 -3	-0.6%	-$19.1K	0.07%	275
2026 Q1	$3.57M	Buy	+541	New	+$3.94M	0.08%	243
2025 Q3	–	Sell	-537	Closed	-$3.97M	–	1287
2025 Q2	$3.97M	Buy	537 +1	+0.2%	+$7.17K	0.31%	65
2025 Q1	$3.88M	Hold	536	–	–	0.33%	57
2024 Q4	$4.38M	Hold	536	–	–	0.35%	54
2024 Q3	$5.26M	Hold	536	–	–	0.5%	37
2024 Q2	$4.07M	Hold	536	–	–	0.32%	65
2024 Q1	$4.34M	Hold	536	–	–	0.33%	67
2023 Q4	$3.75M	Hold	536	–	–	0.36%	67
2023 Q3	$3.2M	Hold	536	–	–	0.35%	69
2023 Q2	$3.4M	Hold	536	–	–	0.36%	65
2023 Q1	$2.99M	Hold	536	–	–	0.34%	70
2022 Q4	$2.47M	Hold	536	–	–	0.28%	88
2022 Q3	$2.14M	Hold	536	–	–	0.28%	86
2022 Q2	$2.15M	Hold	536	–	–	0.27%	83
2022 Q1	$2.39M	Hold	536	–	–	0.26%	88
2021 Q4	$3.17M	Hold	536	–	–	0.33%	74
2021 Q3	$2.57M	Hold	536	–	–	0.3%	83
2021 Q2	$2.67M	Hold	536	–	–	0.32%	79
2021 Q1	$2.52M	Hold	536	–	–	0.33%	75
2020 Q4	$2.19M	Hold	536	–	–	0.31%	83
2020 Q3	$2.19M	Hold	536	–	–	0.31%	76
2020 Q2	$1.75M	Hold	536	–	–	0.31%	79
2020 Q1	$1.38M	Sell	536 -536	-50%	-$1.92M	0.31%	86
2019 Q4	$4.09M	Hold	1,072	–	–	0.71%	33
2019 Q3	$3.85M	Hold	1,072	–	–	0.69%	36
2019 Q2	$3.74M	Sell	1,072 -213	-17%	-$683K	0.69%	34
2019 Q1	$3.56M	Hold	1,285	–	–	0.67%	34
2018 Q4	$3.34M	Sell	1,285 -630	-33%	-$1.49M	0.68%	33
2018 Q3	$4.41M	Hold	1,915	–	–	0.77%	30
2018 Q2	$5.69M	Sell	1,915 -332	-15%	-$1.02M	1.08%	26
2018 Q1	$6.29M	Buy	+2,247	New	+$7.14M	1.35%	16

Other funds holding NVR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Mount Yale Investment Advisors's NVR Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its NVR (NVR) stake by 0.55% in Q2 2026, selling an estimated $19.1K and leaving 538 shares worth $3.67M. The position accounts for 0.07% of the portfolio, ranked #275.

Mount Yale Investment Advisors first reported a position in NVR in Q1 2018 and has held it in 32 quarters since. The position peaked at $6.29M in Q1 2018. 689 funds tracked by Wall St. Rank hold NVR as of Q2 2026.

Mount Yale Investment Advisors held 538 shares of NVR worth $3.67M as of Q2 2026.
Mount Yale Investment Advisors sold 3 NVR shares in Q2 2026, an estimated $19.1K.
NVR made up 0.07% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #275 holding.
Mount Yale Investment Advisors first reported a position in NVR in Q1 2018 and has held it in 32 quarters since.
Mount Yale Investment Advisors's NVR position peaked at $6.29M in Q1 2018.
689 funds tracked by Wall St. Rank held NVR as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.