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Amplius Wealth Advisors’s NVIDIA NVDA Stock Holding History

Amplius 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 		$3.03M Buy
15,145
+3,017
+25% +$620K 0.22% 44
2026
Q1 		$2.12M Sell
12,128
-4
-0% -$734 0.18% 52
2025
Q4 		$2.26M Sell
12,132
-1,070
-8% -$199K 0.19% 50
2025
Q3 		$2.46M Sell
13,202
-7,734
-37% -$1.35M 0.21% 47
2025
Q2 		$3.31M Buy
20,936
+2,857
+16% +$360K 0.31% 48
2025
Q1 		$1.96M Buy
18,079
+494
+3% +$62.6K 0.2% 54
2024
Q4 		$2.36M Buy
17,585
+223
+1% +$30.7K 0.24% 46
2024
Q3 		$2.11M Sell
17,362
-479
-3% -$56.6K 0.23% 51
2024
Q2 		$2.2M Buy
17,841
+311
+2% +$31.4K 0.25% 50
2024
Q1 		$1.58M Sell
17,530
-900
-5% -$65.2K 0.18% 59
2023
Q4 		$913K Sell
18,430
-180
-1% -$8.34K 0.11% 67
2023
Q3 		$810K Sell
18,610
-80
-0.4% -$3.58K 0.11% 73
2023
Q2 		$791K Sell
18,690
-4,660
-20% -$155K 0.11% 75
2023
Q1 		$649K Buy
23,350
+770
+3% +$16.7K 0.09% 82
2022
Q4 		$330K Buy
22,580
+790
+4% +$11.6K 0.05% 115
2022
Q3 		$265K Buy
21,790
+1,170
+6% +$18.5K 0.05% 128
2022
Q2 		$312K Sell
20,620
-5,180
-20% -$97.8K 0.05% 130
2022
Q1 		$703K Buy
25,800
+610
+2% +$15.3K 0.11% 80
2021
Q4 		$740K Buy
+25,190
New +$693K 0.1% 77

Other funds holding NVDA

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
DACG
Donor Advised Charitable Giving San Francisco, California $4.49B AUM 26.39% 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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Handelsbanken Fonder
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

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

Amplius Wealth Advisors increased its NVIDIA (NVDA) stake by 25% in Q2 2026, buying an estimated $620K and bringing the position to 15,145 shares worth $3.03M. The position accounts for 0.22% of the portfolio, ranked #44.

Amplius Wealth Advisors first reported a position in NVDA in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.31M in Q2 2025. 2,020 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Amplius Wealth Advisors held 15,145 shares of NVIDIA worth $3.03M as of Q2 2026.
  • Amplius Wealth Advisors bought 3,017 NVIDIA shares in Q2 2026, an estimated $620K.
  • NVIDIA made up 0.22% of Amplius Wealth Advisors's portfolio in Q2 2026, its #44 holding.
  • Amplius Wealth Advisors first reported a position in NVIDIA in Q4 2021 and has held it in 19 quarters since.
  • Amplius Wealth Advisors's NVIDIA position peaked at $3.31M in Q2 2025.
  • 2,020 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

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