UWS
NVR icon

Unique Wealth Strategies’s NVR NVR Stock Holding History

Unique Wealth Strategies’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
-43
Closed -$313K – 231
2025
Q1 		$313K Buy
+43
New +$327K 0.14% 163
2024
Q3 		– Sell
-1
Closed -$9.25K – 520
2024
Q2 		$9.25K Buy
+1
New +$7.65K ﹤0.01% 322
2024
Q1 		– Sell
-82
Closed -$574K – 200
2023
Q4 		$574K Buy
+82
New +$506K 0.38% 110

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

Unique Wealth Strategies's NVR Position: Q2 2025 in Review

Unique Wealth Strategies sold out of NVR (NVR) in Q2 2025, closing a stake of 43 shares — an estimated $313K sold.

Unique Wealth Strategies first reported a position in NVR in Q4 2023 and held it in 3 quarters. The position peaked at $574K in Q4 2023. 652 funds tracked by Wall St. Rank hold NVR as of Q2 2025.

  • Unique Wealth Strategies reported no remaining NVR position as of Q2 2025 after selling out during the quarter.
  • Unique Wealth Strategies sold 43 NVR shares in Q2 2025, an estimated $313K.
  • Unique Wealth Strategies first reported a position in NVR in Q4 2023 and held it in 3 quarters.
  • Unique Wealth Strategies's NVR position peaked at $574K in Q4 2023.
  • 652 funds tracked by Wall St. Rank held NVR as of Q2 2025.

Based on Unique Wealth Strategies's 13F filing for Q2 2025, filed 14 Jul 2026.