True Wealth Design
NVR icon

True Wealth Design’s NVR NVR Stock Holding History

True Wealth Design’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 		$191K Buy
31
+8
+35% +$50.8K 0.04% 133
2026
Q2 		$157K Buy
+23
New +$146K 0.04% 153
2025
Q4 		– Sell
-2
Closed -$16.1K – 2744
2025
Q3 		$16.1K Buy
+2
New +$15.9K ﹤0.01% 683

Other funds holding NVR

Smead Capital Management
Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Beacon Investment Advisory Services
Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
North Growth Management
North Growth Management Vancouver, British Columbia, Canada $743M AUM 74.29% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Berkeley Inc
Berkeley Inc Boise, Idaho $324M AUM 10.8% 1-Year Est. Return

True Wealth Design's NVR Position: Q3 2026 in Review

True Wealth Design increased its NVR (NVR) stake by 35% in Q3 2026, buying an estimated $50.8K and bringing the position to 31 shares worth $191K. The position accounts for 0.04% of the portfolio, ranked #133.

True Wealth Design first reported a position in NVR in Q3 2025 and has held it in 3 quarters since. 85 funds tracked by Wall St. Rank hold NVR as of Q3 2026.

  • True Wealth Design held 31 shares of NVR worth $191K as of Q3 2026.
  • True Wealth Design bought 8 NVR shares in Q3 2026, an estimated $50.8K.
  • NVR made up 0.04% of True Wealth Design's portfolio in Q3 2026, its #133 holding.
  • True Wealth Design first reported a position in NVR in Q3 2025 and has held it in 3 quarters since.
  • 85 funds tracked by Wall St. Rank held NVR as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.