Obermeyer Wealth Partners’s NVR NVR Stock Holding History

Obermeyer Wealth Partners’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 Q1	$639K	Sell	97 -3,916	-98%	-$28.5M	0.03%	146
2025 Q4	$29.3M	Sell	4,013 -97	-2%	-$725K	1.34%	25
2025 Q3	$33M	Buy	4,110 +30	+0.7%	+$239K	1.55%	23
2025 Q2	$30.1M	Sell	4,080 -56	-1%	-$401K	1.5%	25
2025 Q1	$30M	Sell	4,136 -149	-3%	-$1.13M	1.6%	21
2024 Q4	$35M	Sell	4,285 -125	-3%	-$1.14M	1.83%	18
2024 Q3	$43.3M	Sell	4,410 -287	-6%	-$2.51M	2.32%	13
2024 Q2	$35.6M	Sell	4,697 -69	-1%	-$528K	2.04%	13
2024 Q1	$38.6M	Sell	4,766 -20	-0.4%	-$149K	2.27%	14
2023 Q4	$33.5M	Sell	4,786 -211	-4%	-$1.3M	2.29%	16
2023 Q3	$29.8M	Sell	4,997 -24	-0.5%	-$149K	2.22%	20
2023 Q2	$31.9M	Sell	5,021 -104	-2%	-$605K	2.29%	19
2023 Q1	$28.8M	Buy	5,125 +1,677	+49%	+$8.65M	2.15%	24
2022 Q4	$15.9M	Buy	3,448 +59	+2%	+$259K	1.2%	30
2022 Q3	$13.5M	Sell	3,389 -3	-0.1%	-$12.8K	1.1%	32
2022 Q2	$13.6M	Buy	3,392 +73	+2%	+$311K	1%	33
2022 Q1	$14.8M	Buy	+3,319	New	+$16.9M	0.89%	37

Other funds holding NVR

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return