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4J Wealth Management’s NVIDIA NVDA Stock Holding History

4J Wealth Management’s Portfolio NVDA Stock Details NVDA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.79M Sell
28,939
-60
-0.2% -$12.3K 2.84% 9
2026
Q1 		$5.06M Sell
28,999
-374
-1% -$68.6K 2.87% 9
2025
Q4 		$5.48M Sell
29,373
-54
-0.2% -$10.1K 3.14% 9
2025
Q3 		$5.49M Buy
29,427
+2,408
+9% +$420K 3.23% 7
2025
Q2 		$4.27M Sell
27,019
-5,417
-17% -$682K 2.88% 8
2025
Q1 		$3.52M Sell
32,436
-9,970
-24% -$1.26M 2.77% 10
2024
Q4 		$5.69M Hold
42,406
– – 4.61% 6
2024
Q3 		$5.15M Sell
42,406
-527
-1% -$62.3K 3.99% 7
2024
Q2 		$5.3M Sell
42,933
-1,327
-3% -$134K 4.39% 7
2024
Q1 		$4M Sell
44,260
-6,300
-12% -$457K 3.45% 7
2023
Q4 		$2.5M Sell
50,560
-1,210
-2% -$56.1K 2.29% 11
2023
Q3 		$2.25M Sell
51,770
-2,270
-4% -$102K 2.24% 12
2023
Q2 		$2.29M Buy
54,040
+13,510
+33% +$449K 2.22% 12
2023
Q1 		$1.13M Sell
40,530
-7,570
-16% -$164K 1.21% 24
2022
Q4 		$703K Sell
48,100
-270
-0.6% -$3.96K 0.82% 30
2022
Q3 		$587K Buy
48,370
+740
+2% +$11.7K 0.75% 31
2022
Q2 		$722K Sell
47,630
-2,250
-5% -$42.5K 0.91% 31
2022
Q1 		$1.36M Sell
49,880
-1,670
-3% -$41.9K 1.19% 21
2021
Q4 		$1.52M Sell
51,550
-1,410
-3% -$38.8K 1.28% 20
2021
Q3 		$1.1M Sell
52,960
-400
-0.7% -$8.31K 0.95% 29
2021
Q2 		$1.07M Sell
53,360
-760
-1% -$12.2K 0.93% 30
2021
Q1 		$722K Buy
54,120
+2,520
+5% +$33.9K 0.67% 39
2020
Q4 		$673K Buy
+51,600
New +$691K 0.65% 40

Other funds holding NVDA

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
DACG
Donor Advised Charitable Giving San Francisco, California $4.49B AUM 26.39% 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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

4J Wealth Management's NVDA Position: Q2 2026 in Review

4J Wealth Management reduced its NVIDIA (NVDA) stake by 0.21% in Q2 2026, selling an estimated $12.3K and leaving 28,939 shares worth $5.79M. The position accounts for 2.84% of the portfolio, ranked #9.

4J Wealth Management first reported a position in NVDA in Q4 2020 and has held it in 23 quarters since. 2,626 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • 4J Wealth Management held 28,939 shares of NVIDIA worth $5.79M as of Q2 2026.
  • 4J Wealth Management sold 60 NVIDIA shares in Q2 2026, an estimated $12.3K.
  • NVIDIA made up 2.84% of 4J Wealth Management's portfolio in Q2 2026, its #9 holding.
  • 4J Wealth Management first reported a position in NVIDIA in Q4 2020 and has held it in 23 quarters since.
  • 2,626 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on 4J Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.