Wealth Enhancement Advisory Services
NVR icon

Wealth Enhancement Advisory Services’s NVR NVR Stock Holding History

Wealth Enhancement Advisory Services’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 		$8.26M Buy
1,470
+598
+69% +$3.79M 0.01% 811
2026
Q2 		$5.38M Buy
872
+554
+174% +$3.52M 0.01% 963
2026
Q1 		$2.12M Sell
318
-63
-17% -$459K ﹤0.01% 1365
2025
Q4 		$2.76M Buy
381
+24
+7% +$179K ﹤0.01% 1337
2025
Q3 		$2.8M Buy
357
+14
+4% +$111K ﹤0.01% 1255
2025
Q2 		$2.61M Buy
343
+11
+3% +$78.8K ﹤0.01% 1222
2025
Q1 		$2.4M Sell
332
-50
-13% -$380K ﹤0.01% 1153
2024
Q4 		$3.12M Buy
382
+80
+26% +$729K 0.01% 982
2024
Q3 		$2.97M Sell
302
-7
-2% -$61.1K 0.01% 901
2024
Q2 		$2.35M Sell
309
-109
-26% -$834K 0.01% 925
2024
Q1 		$3.39M Buy
418
+2
+0.5% +$14.9K 0.01% 776
2023
Q4 		$2.91M Sell
416
-16
-4% -$98.7K 0.01% 777
2023
Q3 		$2.58M Buy
432
+374
+645% +$2.32M 0.01% 775
2023
Q2 		$368K Buy
+58
New +$338K ﹤0.01% 396
2023
Q1 		– Sell
-279
Closed -$1.4M – 545
2022
Q4 		$1.4M Buy
+279
New +$1.23M 0.02% 196

Other funds holding NVR

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Smead Capital Management
Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Markel Group
Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return

Wealth Enhancement Advisory Services's NVR Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its NVR (NVR) stake by 69% in Q3 2026, buying an estimated $3.79M and bringing the position to 1,470 shares worth $8.26M. The position accounts for 0.01% of the portfolio, ranked #811.

Wealth Enhancement Advisory Services first reported a position in NVR in Q4 2022 and has held it in 15 quarters since. 322 funds tracked by Wall St. Rank hold NVR as of Q3 2026.

  • Wealth Enhancement Advisory Services held 1,470 shares of NVR worth $8.26M as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 598 NVR shares in Q3 2026, an estimated $3.79M.
  • NVR made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #811 holding.
  • Wealth Enhancement Advisory Services first reported a position in NVR in Q4 2022 and has held it in 15 quarters since.
  • 322 funds tracked by Wall St. Rank held NVR as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.