Strata Wealth Advisors’s NVR NVR Stock Holding History

Strata Wealth 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 Q1	$909K	Sell	138 -7	-5%	-$51K	0.25%	37
2025 Q4	$1.06M	Sell	145 -1	-0.7%	-$7.48K	0.29%	36
2025 Q3	$1.17M	Hold	146	–	–	0.31%	38
2025 Q2	$1.08M	Buy	146 +1	+0.7%	+$7.17K	0.3%	38
2025 Q1	$1.05M	Sell	145 -91	-39%	-$692K	0.33%	36
2024 Q4	$1.93M	Hold	236	–	–	0.61%	24
2024 Q3	$2.32M	Hold	236	–	–	0.74%	20
2024 Q2	$1.79M	Hold	236	–	–	0.62%	23
2024 Q1	$1.91M	Buy	236 +42	+22%	+$312K	0.67%	22
2023 Q4	$1.36M	Buy	+194	New	+$1.2M	0.53%	27

Other funds holding NVR

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

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Strata Wealth Advisors's NVR Position: Q1 2026 in Review

Strata Wealth Advisors reduced its NVR (NVR) stake by 4.8% in Q1 2026, selling an estimated $51K and leaving 138 shares worth $909K. The position accounts for 0.25% of the portfolio, ranked #37.

Strata Wealth Advisors first reported a position in NVR in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.32M in Q3 2024. 652 funds tracked by Wall St. Rank hold NVR as of Q1 2026.

Strata Wealth Advisors held 138 shares of NVR worth $909K as of Q1 2026.
Strata Wealth Advisors sold 7 NVR shares in Q1 2026, an estimated $51K.
NVR made up 0.25% of Strata Wealth Advisors's portfolio in Q1 2026, its #37 holding.
Strata Wealth Advisors first reported a position in NVR in Q4 2023 and has held it in 10 quarters since.
Strata Wealth Advisors's NVR position peaked at $2.32M in Q3 2024.
652 funds tracked by Wall St. Rank held NVR as of Q1 2026.

Based on Strata Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.