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Root Financial Partners’s NVR NVR Stock Holding History

Root Financial 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
Q2 		– Sell
-2
Closed -$13.2K – 2244
2026
Q1 		$13.2K Sell
2
-2
-50% -$14.6K ﹤0.01% 1554
2025
Q4 		$29.2K Buy
4
+1
+33% +$7.48K ﹤0.01% 959
2025
Q3 		$24.1K Buy
+3
New +$23.9K ﹤0.01% 1022

Other funds holding NVR

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Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Root Financial Partners's NVR Position: Q2 2026 in Review

Root Financial Partners sold out of NVR (NVR) in Q2 2026, closing a stake of 2 shares — an estimated $13.2K sold.

Root Financial Partners first reported a position in NVR in Q3 2025 and held it in 3 quarters. The position peaked at $29.2K in Q4 2025. 689 funds tracked by Wall St. Rank hold NVR as of Q2 2026.

  • Root Financial Partners reported no remaining NVR position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 2 NVR shares in Q2 2026, an estimated $13.2K.
  • Root Financial Partners first reported a position in NVR in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's NVR position peaked at $29.2K in Q4 2025.
  • 689 funds tracked by Wall St. Rank held NVR as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.