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Aspen Investment Management’s NVIDIA NVDA Stock Holding History

Aspen Investment Management’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 		$4.46M Buy
22,272
+682
+3% +$140K 1.2% 20
2026
Q1 		$3.77M Sell
21,590
-907
-4% -$166K 1.15% 19
2025
Q4 		$4.2M Buy
22,497
+17,187
+324% +$3.2M 1.26% 16
2025
Q3 		$991K Buy
5,310
+491
+10% +$85.6K 0.38% 71
2025
Q2 		$761K Sell
4,819
-2,838
-37% -$357K 0.32% 80
2025
Q1 		$830K Buy
7,657
+328
+4% +$41.6K 0.38% 74
2024
Q4 		$984K Buy
7,329
+35
+0.5% +$4.82K 0.46% 63
2024
Q3 		$886K Buy
7,294
+615
+9% +$72.6K 0.41% 70
2024
Q2 		$825K Sell
6,679
-2,221
-25% -$225K 0.41% 72
2024
Q1 		$804K Buy
+8,900
New +$645K 0.41% 72
2022
Q2 		– Sell
-12,240
Closed -$334K – 147
2022
Q1 		$334K Sell
12,240
-9,780
-44% -$245K 0.18% 115
2021
Q4 		$648K Buy
22,020
+5,020
+30% +$138K 0.32% 95
2021
Q3 		$352K Buy
+17,000
New +$353K 0.19% 114
2021
Q1 		– Sell
-55,640
Closed -$726K – 148
2020
Q4 		$726K Buy
55,640
+920
+2% +$12.3K 0.43% 75
2020
Q3 		$740K Buy
54,720
+7,800
+17% +$90.8K 0.49% 71
2020
Q2 		$446K Buy
+46,920
New +$380K 0.32% 82

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

Aspen Investment Management's NVDA Position: Q2 2026 in Review

Aspen Investment Management increased its NVIDIA (NVDA) stake by 3.2% in Q2 2026, buying an estimated $140K and bringing the position to 22,272 shares worth $4.46M. The position accounts for 1.2% of the portfolio, ranked #20.

Aspen Investment Management first reported a position in NVDA in Q2 2020 and has held it in 16 quarters since. 2,020 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Aspen Investment Management held 22,272 shares of NVIDIA worth $4.46M as of Q2 2026.
  • Aspen Investment Management bought 682 NVIDIA shares in Q2 2026, an estimated $140K.
  • NVIDIA made up 1.2% of Aspen Investment Management's portfolio in Q2 2026, its #20 holding.
  • Aspen Investment Management first reported a position in NVIDIA in Q2 2020 and has held it in 16 quarters since.
  • 2,020 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Aspen Investment Management's 13F filing for Q2 2026, filed 17 Jul 2026.