4A
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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
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 $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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 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

4Wealth Advisors's NVDA Position: Q2 2026 in Review

4Wealth Advisors increased its NVIDIA (NVDA) stake by 0.01% in Q2 2026, buying an estimated $617 and bringing the position to 20,031 shares worth $3.91M. The position accounts for 3% of the portfolio, ranked #4.

4Wealth Advisors first reported a position in NVDA in Q4 2024 and has held it in 7 quarters since. 2,916 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • 4Wealth Advisors held 20,031 shares of NVIDIA worth $3.91M as of Q2 2026.
  • 4Wealth Advisors bought 3 NVIDIA shares in Q2 2026, an estimated $617.
  • NVIDIA made up 3% of 4Wealth Advisors's portfolio in Q2 2026, its #4 holding.
  • 4Wealth Advisors first reported a position in NVIDIA in Q4 2024 and has held it in 7 quarters since.
  • 2,916 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on 4Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.