Valeo Financial Advisors’s NVR NVR Stock Holding History

Valeo Financial 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	$266K	Buy	+39	New	+$248K	0.01%	660
2018 Q4	–	Sell	-1	Closed	-$2K	–	1646
2018 Q3	$2K	Sell	1 -4	-80%	-$11K	﹤0.01%	1490
2018 Q2	$13K	Buy	+5	New	+$15.3K	﹤0.01%	883

Other funds holding NVR

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Allegheny Financial Group Pittsburgh, Pennsylvania $942M AUM 20.23% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

North Growth Management Vancouver, British Columbia, Canada $780M AUM 102.77% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Luma Capital SA Luxembourg $112M AUM

Montgomery Investment Management Rockville, Maryland $330M AUM 40.79% 1-Year Est. Return

Valeo Financial Advisors's NVR Position: Q2 2026 in Review

Valeo Financial Advisors opened a new position in NVR (NVR) in Q2 2026: 39 shares worth $266K. The stake represents 0.01% of the portfolio and ranks #660 among its holdings. This is a return to the name: Valeo Financial Advisors previously reported a position in NVR as recently as Q3 2018.

Valeo Financial Advisors first reported a position in NVR in Q2 2018 and has held it in 3 quarters since. 108 funds tracked by Wall St. Rank hold NVR as of Q2 2026.

Valeo Financial Advisors held 39 shares of NVR worth $266K as of Q2 2026.
NVR was a new Valeo Financial Advisors position in Q2 2026.
NVR made up 0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #660 holding.
Valeo Financial Advisors first reported a position in NVR in Q2 2018 and has held it in 3 quarters since.
108 funds tracked by Wall St. Rank held NVR as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.