Amplius Wealth Advisors
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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
Q3 		$5.54M Buy
24,268
+9,123
+60% +$1.96M 0.38% 38
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Amplius Wealth Advisors's NVDA Position: Q3 2026 in Review

Amplius Wealth Advisors increased its NVIDIA (NVDA) stake by 60% in Q3 2026, buying an estimated $1.96M and bringing the position to 24,268 shares worth $5.54M. The position accounts for 0.38% of the portfolio, ranked #38.

Amplius Wealth Advisors first reported a position in NVDA in Q4 2021 and has held it in 20 quarters since. 3,947 funds tracked by Wall St. Rank hold NVDA as of Q3 2026.

  • Amplius Wealth Advisors held 24,268 shares of NVIDIA worth $5.54M as of Q3 2026.
  • Amplius Wealth Advisors bought 9,123 NVIDIA shares in Q3 2026, an estimated $1.96M.
  • NVIDIA made up 0.38% of Amplius Wealth Advisors's portfolio in Q3 2026, its #38 holding.
  • Amplius Wealth Advisors first reported a position in NVIDIA in Q4 2021 and has held it in 20 quarters since.
  • 3,947 funds tracked by Wall St. Rank held NVIDIA as of Q3 2026.

Based on Amplius Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.