VWA
NVR icon

Valued Wealth Advisors’s NVR NVR Stock Holding History

Valued 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
Q2 		– Sell
-2
Closed -$13.2K – 930
2026
Q1 		$13.2K Sell
2
-2
-50% -$14.6K 0.01% 246
2025
Q4 		$29.2K Hold
4
– – 0.01% 129
2025
Q3 		$32.1K Hold
4
– – 0.01% 116
2025
Q2 		$29.5K Hold
4
– – 0.02% 124
2025
Q1 		$29K Hold
4
– – 0.02% 128
2024
Q4 		$32.7K Hold
4
– – 0.02% 114
2024
Q3 		$39.2K Hold
4
– – 0.03% 89
2024
Q2 		$30.4K Hold
4
– – 0.02% 100
2024
Q1 		$32.4K Buy
4
+2
+100% +$14.9K 0.02% 91
2023
Q4 		$11.9K Buy
+2
New +$12.3K 0.01% 105

Other funds holding NVR

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AFG
Allegheny Financial Group Pittsburgh, Pennsylvania $942M AUM 20.23% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
BIAS
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
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
NGM
North Growth Management Vancouver, British Columbia, Canada $780M AUM 102.77% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
BI
Berkeley Inc Boise, Idaho $319M AUM 13.1% 1-Year Est. Return

Valued Wealth Advisors's NVR Position: Q2 2026 in Review

Valued Wealth Advisors sold out of NVR (NVR) in Q2 2026, closing a stake of 2 shares — an estimated $13.2K sold.

Valued Wealth Advisors first reported a position in NVR in Q4 2023 and held it in 10 quarters. The position peaked at $39.2K in Q3 2024. 143 funds tracked by Wall St. Rank hold NVR as of Q2 2026.

  • Valued Wealth Advisors reported no remaining NVR position as of Q2 2026 after selling out during the quarter.
  • Valued Wealth Advisors sold 2 NVR shares in Q2 2026, an estimated $13.2K.
  • Valued Wealth Advisors first reported a position in NVR in Q4 2023 and held it in 10 quarters.
  • Valued Wealth Advisors's NVR position peaked at $39.2K in Q3 2024.
  • 143 funds tracked by Wall St. Rank held NVR as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.