Alterna Wealth Management
NVDA icon

Alterna Wealth Management’s NVIDIA NVDA Stock Holding History

Alterna Wealth Management’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 		$1.22M Sell
5,359
-241
-4% -$51.7K 0.68% 43
2026
Q2 		$1.12M Sell
5,600
-1,616
-22% -$332K 0.64% 45
2026
Q1 		$1.26M Buy
7,216
+1,425
+25% +$261K 0.95% 34
2025
Q4 		$1.08M Sell
5,791
-374
-6% -$69.6K 0.9% 32
2025
Q3 		$1.15M Sell
6,165
-4,409
-42% -$769K 0.95% 31
2025
Q2 		$1.67M Sell
10,574
-2,506
-19% -$315K 1.34% 20
2025
Q1 		$1.42M Buy
13,080
+3,336
+34% +$423K 1.08% 23
2024
Q4 		$1.31M Buy
9,744
+1,200
+14% +$165K 1.1% 23
2024
Q3 		$1.04M Buy
8,544
+1,579
+23% +$187K 0.93% 32
2024
Q2 		$860K Sell
6,965
-2,415
-26% -$244K 0.75% 37
2024
Q1 		$848K Buy
9,380
+640
+7% +$46.4K 0.69% 33
2023
Q4 		$433K Buy
+8,740
New +$405K 0.52% 48
2022
Q1 		– Sell
-18,400
Closed -$541K – 144
2021
Q4 		$541K Buy
+18,400
New +$506K 0.45% 50
2020
Q4 		$332K Hold
25,400
– – 0.42% 56
2020
Q3 		$344K Buy
+25,400
New +$296K 0.5% 45
2019
Q1 		– Sell
-194,360
Closed -$702K – 261
2018
Q4 		$702K Buy
+194,360
New +$930K 0.11% 132

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

Alterna Wealth Management's NVDA Position: Q3 2026 in Review

Alterna Wealth Management reduced its NVIDIA (NVDA) stake by 4.3% in Q3 2026, selling an estimated $51.7K and leaving 5,359 shares worth $1.22M. The position accounts for 0.68% of the portfolio, ranked #43.

Alterna Wealth Management first reported a position in NVDA in Q4 2018 and has held it in 16 quarters since. The position peaked at $1.67M in Q2 2025. 2,736 funds tracked by Wall St. Rank hold NVDA as of Q3 2026.

  • Alterna Wealth Management held 5,359 shares of NVIDIA worth $1.22M as of Q3 2026.
  • Alterna Wealth Management sold 241 NVIDIA shares in Q3 2026, an estimated $51.7K.
  • NVIDIA made up 0.68% of Alterna Wealth Management's portfolio in Q3 2026, its #43 holding.
  • Alterna Wealth Management first reported a position in NVIDIA in Q4 2018 and has held it in 16 quarters since.
  • Alterna Wealth Management's NVIDIA position peaked at $1.67M in Q2 2025.
  • 2,736 funds tracked by Wall St. Rank held NVIDIA as of Q3 2026.

Based on Alterna Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.