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 Q3	$628K	Sell	102 -40	-28%	-$254K	0.15%	54
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

Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return

North Growth Management Vancouver, British Columbia, Canada $743M AUM 74.29% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

LCS

Luma Capital SA Luxembourg $122M AUM 2.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Strata Wealth Advisors's NVR Position: Q3 2026 in Review

Strata Wealth Advisors reduced its NVR (NVR) stake by 28% in Q3 2026, selling an estimated $254K and leaving 102 shares worth $628K. The position accounts for 0.15% of the portfolio, ranked #54.

Strata Wealth Advisors first reported a position in NVR in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.32M in Q3 2024. 112 funds tracked by Wall St. Rank hold NVR as of Q3 2026.

Strata Wealth Advisors held 102 shares of NVR worth $628K as of Q3 2026.
Strata Wealth Advisors sold 40 NVR shares in Q3 2026, an estimated $254K.
NVR made up 0.15% of Strata Wealth Advisors's portfolio in Q3 2026, its #54 holding.
Strata Wealth Advisors first reported a position in NVR in Q4 2023 and has held it in 12 quarters since.
Strata Wealth Advisors's NVR position peaked at $2.32M in Q3 2024.
112 funds tracked by Wall St. Rank held NVR as of Q3 2026.

Based on Strata Wealth Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.