WIM
NVR icon

WealthPlan Investment Management’s NVR NVR Stock Holding History

WealthPlan Investment Management’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 		$211K Sell
31
-2
-6% -$12.7K 0.01% 453
2026
Q1 		$217K Buy
33
+5
+18% +$36.4K 0.01% 438
2025
Q4 		$204K Sell
28
-10
-26% -$74.8K 0.01% 364
2025
Q3 		$305K Hold
38
– – 0.02% 278
2025
Q2 		$281K Sell
38
-7
-16% -$50.2K 0.02% 297
2025
Q1 		$326K Buy
45
+10
+29% +$76.1K 0.03% 215
2024
Q4 		$286K Hold
35
– – 0.03% 224
2024
Q3 		$343K Sell
35
-1
-3% -$8.73K 0.03% 190
2024
Q2 		$273K Hold
36
– – 0.04% 159
2024
Q1 		$292K Hold
36
– – 0.04% 155
2023
Q4 		$252K Sell
36
-1
-3% -$6.17K 0.04% 170
2023
Q3 		$221K Buy
37
+30
+429% +$186K 0.04% 162
2023
Q2 		$44.5K Sell
7
-30
-81% -$175K 0.01% 203
2023
Q1 		$206K Sell
37
-12
-24% -$61.9K 0.04% 157
2022
Q4 		$255K Sell
49
-8
-14% -$35.2K 0.02% 336
2022
Q3 		$269K Buy
+57
New +$243K 0.02% 310
2022
Q1 		$2.47M Buy
+564
New +$2.87M 0.17% 107

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

WealthPlan Investment Management's NVR Position: Q2 2026 in Review

WealthPlan Investment Management reduced its NVR (NVR) stake by 6.1% in Q2 2026, selling an estimated $12.7K and leaving 31 shares worth $211K. The position accounts for 0.01% of the portfolio, ranked #453.

WealthPlan Investment Management first reported a position in NVR in Q1 2022 and has held it in 17 quarters since. The position peaked at $2.47M in Q1 2022. 182 funds tracked by Wall St. Rank hold NVR as of Q2 2026.

  • WealthPlan Investment Management held 31 shares of NVR worth $211K as of Q2 2026.
  • WealthPlan Investment Management sold 2 NVR shares in Q2 2026, an estimated $12.7K.
  • NVR made up 0.01% of WealthPlan Investment Management's portfolio in Q2 2026, its #453 holding.
  • WealthPlan Investment Management first reported a position in NVR in Q1 2022 and has held it in 17 quarters since.
  • WealthPlan Investment Management's NVR position peaked at $2.47M in Q1 2022.
  • 182 funds tracked by Wall St. Rank held NVR as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.