SW
NVR icon

SVB Wealth’s NVR NVR Stock Holding History

SVB Wealth’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
2025
Q2 		– Sell
-29
Closed -$210K – 1233
2025
Q1 		$210K Hold
29
– – 0.01% 305
2024
Q4 		$237K Buy
+29
New +$264K ﹤0.01% 630
2024
Q3 		– Sell
-38
Closed -$288K – 410
2024
Q2 		$288K Sell
38
-4
-10% -$30.6K 0.01% 572
2024
Q1 		$340K Sell
42
-6
-13% -$44.6K 0.01% 591
2023
Q4 		$336K Sell
48
-17
-26% -$105K 0.01% 586
2023
Q3 		$388K Buy
65
+8
+14% +$49.7K 0.01% 521
2023
Q2 		$362K Sell
57
-3
-5% -$17.5K 0.01% 589
2023
Q1 		$334K Buy
60
+8
+15% +$41.3K ﹤0.01% 679
2022
Q4 		$240K Buy
+52
New +$229K ﹤0.01% 843

Other funds holding NVR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return