Ascent Wealth Partners
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Ascent Wealth Partners’s NVIDIA NVDA Stock Holding History

Ascent Wealth 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
Q3 		$14.8M Buy
64,856
+705
+1% +$151K 1.46% 17
2026
Q2 		$12.8M Buy
64,151
+28
+0% +$5.76K 1.28% 19
2026
Q1 		$11.2M Buy
64,123
+1,073
+2% +$197K 1.3% 18
2025
Q4 		$11.8M Buy
63,050
+270
+0.4% +$50.3K 1.35% 16
2025
Q3 		$11.7M Sell
62,780
-823
-1% -$143K 1.36% 15
2025
Q2 		$10M Sell
63,603
-326
-0.5% -$41K 1.24% 23
2025
Q1 		$6.93M Buy
63,929
+1,456
+2% +$185K 0.93% 33
2024
Q4 		$8.39M Sell
62,473
-1,284
-2% -$177K 1.13% 28
2024
Q3 		$7.74M Buy
63,757
+2,365
+4% +$279K 1.08% 31
2024
Q2 		$7.58M Buy
61,392
+1,712
+3% +$173K 1.11% 29
2024
Q1 		$5.39M Sell
59,680
-27,510
-32% -$1.99M 0.8% 43
2023
Q4 		$4.32M Buy
87,190
+14,330
+20% +$664K 0.71% 45
2023
Q3 		$3.17M Sell
72,860
-20,860
-22% -$935K 0.58% 49
2023
Q2 		$3.96M Buy
93,720
+2,940
+3% +$97.6K 0.7% 46
2023
Q1 		$2.52M Buy
90,780
+2,530
+3% +$54.8K 0.51% 55
2022
Q4 		$1.29M Buy
+88,250
New +$1.29M 0.28% 80
2022
Q3 		– Sell
-126,580
Closed -$1.89M – 139
2022
Q2 		$1.89M Buy
126,580
+30,190
+31% +$570K 0.42% 58
2022
Q1 		$2.63M Buy
96,390
+2,190
+2% +$54.9K 0.49% 53
2021
Q4 		$2.77M Buy
94,200
+2,680
+3% +$73.7K 0.49% 54
2021
Q3 		$1.9M Buy
91,520
+1,360
+2% +$28.2K 0.36% 60
2021
Q2 		$1.8M Sell
90,160
-1,080
-1% -$17.3K 0.34% 65
2021
Q1 		$1.22M Buy
+91,240
New +$1.23M 0.26% 75

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
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 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

Ascent Wealth Partners's NVDA Position: Q3 2026 in Review

Ascent Wealth Partners increased its NVIDIA (NVDA) stake by 1.1% in Q3 2026, buying an estimated $151K and bringing the position to 64,856 shares worth $14.8M. The position accounts for 1.46% of the portfolio, ranked #17.

Ascent Wealth Partners first reported a position in NVDA in Q1 2021 and has held it in 22 quarters since. 2,128 funds tracked by Wall St. Rank hold NVDA as of Q3 2026.

  • Ascent Wealth Partners held 64,856 shares of NVIDIA worth $14.8M as of Q3 2026.
  • Ascent Wealth Partners bought 705 NVIDIA shares in Q3 2026, an estimated $151K.
  • NVIDIA made up 1.46% of Ascent Wealth Partners's portfolio in Q3 2026, its #17 holding.
  • Ascent Wealth Partners first reported a position in NVIDIA in Q1 2021 and has held it in 22 quarters since.
  • 2,128 funds tracked by Wall St. Rank held NVIDIA as of Q3 2026.

Based on Ascent Wealth Partners's 13F filing for Q3 2026, filed 23 Oct 2026.