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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
Q2 		$968K Buy
142
+4
+3% +$25.4K 0.24% 39
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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

Strata Wealth Advisors's NVR Position: Q2 2026 in Review

Strata Wealth Advisors increased its NVR (NVR) stake by 2.9% in Q2 2026, buying an estimated $25.4K and bringing the position to 142 shares worth $968K. The position accounts for 0.24% of the portfolio, ranked #39.

Strata Wealth Advisors first reported a position in NVR in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.32M in Q3 2024. 688 funds tracked by Wall St. Rank hold NVR as of Q2 2026.

  • Strata Wealth Advisors held 142 shares of NVR worth $968K as of Q2 2026.
  • Strata Wealth Advisors bought 4 NVR shares in Q2 2026, an estimated $25.4K.
  • NVR made up 0.24% of Strata Wealth Advisors's portfolio in Q2 2026, its #39 holding.
  • Strata Wealth Advisors first reported a position in NVR in Q4 2023 and has held it in 11 quarters since.
  • Strata Wealth Advisors's NVR position peaked at $2.32M in Q3 2024.
  • 688 funds tracked by Wall St. Rank held NVR as of Q2 2026.

Based on Strata Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.