4Wealth Advisors
NVDA icon

4Wealth Advisors’s NVIDIA NVDA Stock Holding History

4Wealth Advisors’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
Q3 		$4.22M Sell
18,559
-1,472
-7% -$316K 2.92% 5
2026
Q2 		$3.91M Buy
20,031
+3
+0% +$617 3% 4
2026
Q1 		$3.31M Sell
20,028
-92
-0.5% -$16.9K 2.83% 4
2025
Q4 		$3.75M Buy
20,120
+866
+4% +$161K 3.2% 3
2025
Q3 		$3.59M Sell
19,254
-825
-4% -$144K 3.21% 3
2025
Q2 		$3.17M Buy
20,079
+311
+2% +$39.1K 3.22% 3
2025
Q1 		$2.14M Buy
19,768
+2,502
+14% +$317K 2.33% 9
2024
Q4 		$2.32M Buy
+17,266
New +$2.38M 2.32% 7

Other funds holding NVDA

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Donor Advised Charitable Giving
Donor Advised Charitable Giving San Francisco, California $5.16B AUM 22.24% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

4Wealth Advisors's NVDA Position: Q3 2026 in Review

4Wealth Advisors reduced its NVIDIA (NVDA) stake by 7.3% in Q3 2026, selling an estimated $316K and leaving 18,559 shares worth $4.22M. The position accounts for 2.92% of the portfolio, ranked #5.

4Wealth Advisors first reported a position in NVDA in Q4 2024 and has held it in 8 quarters since. 2,736 funds tracked by Wall St. Rank hold NVDA as of Q3 2026.

  • 4Wealth Advisors held 18,559 shares of NVIDIA worth $4.22M as of Q3 2026.
  • 4Wealth Advisors sold 1,472 NVIDIA shares in Q3 2026, an estimated $316K.
  • NVIDIA made up 2.92% of 4Wealth Advisors's portfolio in Q3 2026, its #5 holding.
  • 4Wealth Advisors first reported a position in NVIDIA in Q4 2024 and has held it in 8 quarters since.
  • 2,736 funds tracked by Wall St. Rank held NVIDIA as of Q3 2026.

Based on 4Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.