Affiance Financial’s NVIDIA NVDA Stock Holding History

Affiance Financial’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	$2.1M	Sell	9,214 -172	-2%	-$36.9K	0.3%	38
2026 Q2	$1.88M	Sell	9,386 -5,262	-36%	-$1.08M	0.27%	41
2026 Q1	$2.55M	Buy	14,648 +238	+2%	+$43.7K	0.41%	31
2025 Q4	$2.69M	Sell	14,410 -78	-0.5%	-$14.5K	0.43%	32
2025 Q3	$2.7M	Buy	14,488 +131	+0.9%	+$22.8K	0.49%	29
2025 Q2	$2.27M	Buy	14,357 +706	+5%	+$88.8K	0.46%	29
2025 Q1	$1.48M	Buy	13,651 +97	+0.7%	+$12.3K	0.34%	39
2024 Q4	$1.82M	Buy	13,554 +838	+7%	+$116K	0.44%	36
2024 Q3	$1.54M	Buy	12,716 +956	+8%	+$113K	0.37%	41
2024 Q2	$1.45M	Buy	11,760 +770	+7%	+$77.8K	0.38%	41
2024 Q1	$993K	Buy	+10,990	New	+$797K	0.27%	49
2023 Q1	–	Sell	-1,180	Closed	-$17.2K	–	311
2022 Q4	$17.2K	Buy	+1,180	New	+$17.3K	0.01%	252

Other funds holding NVDA

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Affiance Financial's NVDA Position: Q3 2026 in Review

Affiance Financial reduced its NVIDIA (NVDA) stake by 1.8% in Q3 2026, selling an estimated $36.9K and leaving 9,214 shares worth $2.1M. The position accounts for 0.3% of the portfolio, ranked #38.

Affiance Financial first reported a position in NVDA in Q4 2022 and has held it in 12 quarters since. The position peaked at $2.7M in Q3 2025. 3,837 funds tracked by Wall St. Rank hold NVDA as of Q3 2026.

Affiance Financial held 9,214 shares of NVIDIA worth $2.1M as of Q3 2026.
Affiance Financial sold 172 NVIDIA shares in Q3 2026, an estimated $36.9K.
NVIDIA made up 0.3% of Affiance Financial's portfolio in Q3 2026, its #38 holding.
Affiance Financial first reported a position in NVIDIA in Q4 2022 and has held it in 12 quarters since.
Affiance Financial's NVIDIA position peaked at $2.7M in Q3 2025.
3,837 funds tracked by Wall St. Rank held NVIDIA as of Q3 2026.

Based on Affiance Financial's 13F filing for Q3 2026, filed 15 Oct 2026.