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Aletheian Wealth Advisors’s NVIDIA NVDA Stock Holding History

Aletheian Wealth 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 		$4.85M Buy
24,252
+2,626
+12% +$540K 2.07% 13
2026
Q1 		$3.77M Buy
+21,626
New +$3.97M 1.84% 13
2025
Q3 		$4.41M Sell
23,650
-903
-4% -$157K 2.05% 13
2025
Q2 		$3.88M Sell
24,553
-1,336
-5% -$168K 1.91% 12
2025
Q1 		$2.81M Buy
25,889
+2,127
+9% +$270K 1.58% 16
2024
Q4 		$3.19M Buy
23,762
+2,626
+12% +$362K 1.89% 11
2024
Q3 		$2.57M Sell
21,136
-25,370
-55% -$3M 1.5% 15
2024
Q2 		$5.75M Sell
46,506
-5,104
-10% -$516K 3.03% 9
2024
Q1 		$4.66M Buy
51,610
+13,150
+34% +$953K 2.53% 9
2023
Q4 		$1.9M Sell
38,460
-2,490
-6% -$115K 1.26% 19
2023
Q3 		$1.78M Sell
40,950
-2,430
-6% -$109K 1.37% 14
2023
Q2 		$1.84M Buy
43,380
+25,720
+146% +$854K 1.26% 16
2023
Q1 		$491K Buy
17,660
+160
+0.9% +$3.46K 0.43% 41
2022
Q4 		$256K Buy
+17,500
New +$257K 0.22% 70
2022
Q3 		– Sell
-18,340
Closed -$278K – 54
2022
Q2 		$278K Buy
18,340
+2,490
+16% +$47K 0.28% 47
2022
Q1 		$432K Buy
15,850
+6,110
+63% +$153K 0.41% 41
2021
Q4 		$286K Buy
+9,740
New +$268K 0.28% 42

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

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

Aletheian Wealth Advisors increased its NVIDIA (NVDA) stake by 12% in Q2 2026, buying an estimated $540K and bringing the position to 24,252 shares worth $4.85M. The position accounts for 2.07% of the portfolio, ranked #13.

Aletheian Wealth Advisors first reported a position in NVDA in Q4 2021 and has held it in 17 quarters since. The position peaked at $5.75M in Q2 2024. 2,916 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Aletheian Wealth Advisors held 24,252 shares of NVIDIA worth $4.85M as of Q2 2026.
  • Aletheian Wealth Advisors bought 2,626 NVIDIA shares in Q2 2026, an estimated $540K.
  • NVIDIA made up 2.07% of Aletheian Wealth Advisors's portfolio in Q2 2026, its #13 holding.
  • Aletheian Wealth Advisors first reported a position in NVIDIA in Q4 2021 and has held it in 17 quarters since.
  • Aletheian Wealth Advisors's NVIDIA position peaked at $5.75M in Q2 2024.
  • 2,916 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Aletheian Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.