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Appleton Partners’s NVIDIA NVDA Stock Holding History

Appleton Partners’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 		$18.6M Buy
93,167
+7,058
+8% +$1.45M 1.14% 22
2026
Q1 		$15M Sell
86,109
-1,605
-2% -$294K 1.05% 25
2025
Q4 		$16.4M Sell
87,714
-959
-1% -$179K 1.08% 23
2025
Q3 		$16.5M Buy
88,673
+3,406
+4% +$594K 1.11% 24
2025
Q2 		$13.5M Buy
85,267
+1,232
+1% +$155K 0.95% 31
2025
Q1 		$9.11M Sell
84,035
-2,759
-3% -$350K 0.7% 51
2024
Q4 		$11.7M Buy
86,794
+4,365
+5% +$602K 0.86% 39
2024
Q3 		$10M Buy
82,429
+1,417
+2% +$167K 0.74% 46
2024
Q2 		$10M Buy
81,012
+34,222
+73% +$3.46M 0.77% 43
2024
Q1 		$4.23M Sell
46,790
-3,970
-8% -$288K 0.33% 80
2023
Q4 		$2.51M Sell
50,760
-3,850
-7% -$178K 0.2% 99
2023
Q3 		$2.38M Sell
54,610
-1,940
-3% -$86.9K 0.21% 96
2023
Q2 		$2.39M Sell
56,550
-250
-0.4% -$8.3K 0.2% 98
2023
Q1 		$1.58M Sell
56,800
-5,410
-9% -$117K 0.14% 125
2022
Q4 		$909K Buy
62,210
+1,190
+2% +$17.5K 0.09% 158
2022
Q3 		$741K Buy
61,020
+370
+0.6% +$5.85K 0.07% 167
2022
Q2 		$919K Sell
60,650
-2,640
-4% -$49.8K 0.09% 152
2022
Q1 		$1.73M Sell
63,290
-2,890
-4% -$72.5K 0.14% 129
2021
Q4 		$1.95M Sell
66,180
-250
-0.4% -$6.88K 0.15% 122
2021
Q3 		$1.38M Sell
66,430
-610
-0.9% -$12.7K 0.11% 141
2021
Q2 		$1.34M Sell
67,040
-10,200
-13% -$164K 0.11% 140
2021
Q1 		$1.03M Sell
77,240
-200
-0.3% -$2.69K 0.1% 147
2020
Q4 		$1.01M Sell
77,440
-6,800
-8% -$91K 0.1% 141
2020
Q3 		$1.14M Sell
84,240
-1,600
-2% -$18.6K 0.13% 129
2020
Q2 		$815K Sell
85,840
-200
-0.2% -$1.62K 0.1% 145
2020
Q1 		$567K Sell
86,040
-160
-0.2% -$1.01K 0.08% 158
2019
Q4 		$507K Buy
86,200
+9,000
+12% +$46.8K 0.06% 195
2019
Q3 		$336K Sell
77,200
-1,400
-2% -$5.89K 0.04% 224
2019
Q2 		$323K Sell
78,600
-11,240
-13% -$46.6K 0.04% 224
2019
Q1 		$403K Buy
89,840
+1,040
+1% +$4.04K 0.05% 198
2018
Q4 		$296K Buy
88,800
+9,160
+12% +$43.8K 0.04% 215
2018
Q3 		$560K Sell
79,640
-17,920
-18% -$117K 0.07% 180
2018
Q2 		$578K Sell
97,560
-10,240
-9% -$62.2K 0.08% 174
2018
Q1 		$624K Buy
107,800
+7,200
+7% +$42.3K 0.09% 167
2017
Q4 		$487K Hold
100,600
– – 0.08% 178
2017
Q3 		$450K Sell
100,600
-2,200
-2% -$9.15K 0.08% 174
2017
Q2 		$372K Buy
102,800
+1,200
+1% +$3.81K 0.06% 184
2017
Q1 		$277K Sell
101,600
-75,400
-43% -$201K 0.05% 199
2016
Q4 		$472K Sell
177,000
-36,600
-17% -$76.5K 0.1% 152
2016
Q3 		$366K Buy
+213,600
New +$315K 0.07% 161

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
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
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Appleton Partners's NVDA Position: Q2 2026 in Review

Appleton Partners increased its NVIDIA (NVDA) stake by 8.2% in Q2 2026, buying an estimated $1.45M and bringing the position to 93,167 shares worth $18.6M. The position accounts for 1.14% of the portfolio, ranked #22.

Appleton Partners first reported a position in NVDA in Q3 2016 and has held it in 40 quarters since. 1,458 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Appleton Partners held 93,167 shares of NVIDIA worth $18.6M as of Q2 2026.
  • Appleton Partners bought 7,058 NVIDIA shares in Q2 2026, an estimated $1.45M.
  • NVIDIA made up 1.14% of Appleton Partners's portfolio in Q2 2026, its #22 holding.
  • Appleton Partners first reported a position in NVIDIA in Q3 2016 and has held it in 40 quarters since.
  • 1,458 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Appleton Partners's 13F filing for Q2 2026, filed 21 Jul 2026.