Annex Advisory Services
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Annex Advisory Services’s NVIDIA NVDA Stock Holding History

Annex Advisory Services’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 		$153M Buy
668,848
+11,950
+2% +$2.56M 2.5% 11
2026
Q2 		$131M Sell
656,898
-152,852
-19% -$31.4M 2.24% 10
2026
Q1 		$141M Buy
809,750
+91,736
+13% +$16.8M 2.65% 8
2025
Q4 		$134M Buy
718,014
+83,176
+13% +$15.5M 2.56% 8
2025
Q3 		$118M Buy
634,838
+33,420
+6% +$5.83M 2.52% 8
2025
Q2 		$95M Buy
601,418
+57,387
+11% +$7.22M 2.29% 10
2025
Q1 		$59M Buy
544,031
+31,046
+6% +$3.93M 1.67% 16
2024
Q4 		$68.9M Buy
512,985
+118,440
+30% +$16.3M 2.08% 11
2024
Q3 		$47.9M Buy
394,545
+56,840
+17% +$6.71M 1.53% 10
2024
Q2 		$41.7M Buy
337,705
+80,905
+32% +$8.18M 1.47% 10
2024
Q1 		$23.2M Buy
256,800
+8,200
+3% +$594K 0.82% 24
2023
Q4 		$12.3M Sell
248,600
-74,970
-23% -$3.47M 0.51% 43
2023
Q3 		$14.1M Buy
323,570
+46,260
+17% +$2.07M 0.85% 30
2023
Q2 		$11.7M Sell
277,310
-9,640
-3% -$320K 0.65% 34
2023
Q1 		$7.97M Sell
286,950
-69,650
-20% -$1.51M 0.43% 42
2022
Q4 		$5.21M Buy
356,600
+55,940
+19% +$820K 0.29% 57
2022
Q3 		$3.65M Sell
300,660
-39,620
-12% -$626K 0.25% 66
2022
Q2 		$5.16M Buy
340,280
+18,000
+6% +$340K 0.37% 55
2022
Q1 		$8.79M Buy
322,280
+48,610
+18% +$1.22M 0.64% 25
2021
Q4 		$8.05M Buy
273,670
+2,970
+1% +$81.7K 0.55% 28
2021
Q3 		$5.61M Buy
270,700
+1,780
+0.7% +$37K 0.46% 36
2021
Q2 		$5.38M Buy
268,920
+240
+0.1% +$3.85K 0.44% 37
2021
Q1 		$3.59M Sell
268,680
-20,240
-7% -$272K 0.35% 53
2020
Q4 		$3.77M Buy
+288,920
New +$3.87M 0.37% 43

Other funds holding NVDA

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 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
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Annex Advisory Services's NVDA Position: Q3 2026 in Review

Annex Advisory Services increased its NVIDIA (NVDA) stake by 1.8% in Q3 2026, buying an estimated $2.56M and bringing the position to 668,848 shares worth $153M. The position accounts for 2.5% of the portfolio, ranked #11.

Annex Advisory Services first reported a position in NVDA in Q4 2020 and has held it in 24 quarters since. 1,995 funds tracked by Wall St. Rank hold NVDA as of Q3 2026.

  • Annex Advisory Services held 668,848 shares of NVIDIA worth $153M as of Q3 2026.
  • Annex Advisory Services bought 11,950 NVIDIA shares in Q3 2026, an estimated $2.56M.
  • NVIDIA made up 2.5% of Annex Advisory Services's portfolio in Q3 2026, its #11 holding.
  • Annex Advisory Services first reported a position in NVIDIA in Q4 2020 and has held it in 24 quarters since.
  • 1,995 funds tracked by Wall St. Rank held NVIDIA as of Q3 2026.

Based on Annex Advisory Services's 13F filing for Q3 2026, filed 16 Oct 2026.