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Pinnacle Wealth Planning Services’s NVR NVR Stock Holding History

Pinnacle Wealth Planning Services’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 		$6.59K Sell
1
-8
-89% -$58.3K ﹤0.01% 2169
2025
Q4 		$65.6K Buy
+9
New +$67.3K 0.01% 1022
2024
Q4 		– Sell
-24
Closed -$235K – 514
2024
Q3 		$235K Buy
+24
New +$210K 0.03% 395

Other funds holding NVR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Pinnacle Wealth Planning Services's NVR Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its NVR (NVR) stake by 89% in Q1 2026, selling an estimated $58.3K and leaving 1 share worth $6.59K. The position accounts for ﹤0.01% of the portfolio, ranked #2169.

Pinnacle Wealth Planning Services first reported a position in NVR in Q3 2024 and has held it in 3 quarters since. The position peaked at $235K in Q3 2024. 652 funds tracked by Wall St. Rank hold NVR as of Q1 2026.

  • Pinnacle Wealth Planning Services held 1 share of NVR worth $6.59K as of Q1 2026.
  • Pinnacle Wealth Planning Services sold 8 NVR shares in Q1 2026, an estimated $58.3K.
  • NVR made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #2169 holding.
  • Pinnacle Wealth Planning Services first reported a position in NVR in Q3 2024 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's NVR position peaked at $235K in Q3 2024.
  • 652 funds tracked by Wall St. Rank held NVR as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.