AdviceOne Advisory Services’s NVIDIA NVDA Stock Holding History

AdviceOne Advisory Services’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	$2.31M	Buy	11,539 +445	+4%	+$91.5K	1.3%	7
2026 Q1	$1.93M	Buy	11,094 +267	+2%	+$49K	1.17%	7
2025 Q4	$2.02M	Buy	10,827 +162	+2%	+$30.2K	1.19%	7
2025 Q3	$1.99M	Sell	10,665 -43	-0.4%	-$7.5K	1.32%	7
2025 Q2	$1.69M	Buy	10,708 +852	+9%	+$107K	1.25%	7
2025 Q1	$1.07M	Buy	9,856 +4,163	+73%	+$528K	0.87%	7
2024 Q4	$765K	Buy	+5,693	New	+$785K	0.68%	7

Other funds holding NVDA

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

AdviceOne Advisory Services's NVDA Position: Q2 2026 in Review

AdviceOne Advisory Services increased its NVIDIA (NVDA) stake by 4% in Q2 2026, buying an estimated $91.5K and bringing the position to 11,539 shares worth $2.31M. The position accounts for 1.3% of the portfolio, ranked #7.

AdviceOne Advisory Services first reported a position in NVDA in Q4 2024 and has held it in 7 quarters since. 2,020 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

AdviceOne Advisory Services held 11,539 shares of NVIDIA worth $2.31M as of Q2 2026.
AdviceOne Advisory Services bought 445 NVIDIA shares in Q2 2026, an estimated $91.5K.
NVIDIA made up 1.3% of AdviceOne Advisory Services's portfolio in Q2 2026, its #7 holding.
AdviceOne Advisory Services first reported a position in NVIDIA in Q4 2024 and has held it in 7 quarters since.
2,020 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on AdviceOne Advisory Services's 13F filing for Q2 2026, filed 9 Jul 2026.