Peak Financial Advisors’s NVR NVR Stock Holding History

Peak Financial 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
2025 Q2	–	Sell	-153	Closed	-$1.11M	–	103
2025 Q1	$1.11M	Buy	153 +2	+1%	+$15.2K	0.56%	43
2024 Q4	$1.24M	Buy	+151	New	+$1.38M	0.64%	38

Other funds holding NVR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

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

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Peak Financial Advisors's NVR Position: Q2 2025 in Review

Peak Financial Advisors sold out of NVR (NVR) in Q2 2025, closing a stake of 153 shares — an estimated $1.11M sold.

Peak Financial Advisors first reported a position in NVR in Q4 2024 and held it in 2 quarters. The position peaked at $1.24M in Q4 2024. 652 funds tracked by Wall St. Rank hold NVR as of Q2 2025.

Peak Financial Advisors reported no remaining NVR position as of Q2 2025 after selling out during the quarter.
Peak Financial Advisors sold 153 NVR shares in Q2 2025, an estimated $1.11M.
Peak Financial Advisors first reported a position in NVR in Q4 2024 and held it in 2 quarters.
Peak Financial Advisors's NVR position peaked at $1.24M in Q4 2024.
652 funds tracked by Wall St. Rank held NVR as of Q2 2025.

Based on Peak Financial Advisors's 13F filing for Q2 2025, filed 7 Jul 2025.