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Avantra Family Wealth’s NVIDIA NVDA Stock Holding History

Avantra Family Wealth’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 		$6.53M Buy
32,624
+429
+1% +$88.2K 4.17% 2
2026
Q1 		$5.61M Buy
32,195
+685
+2% +$126K 4.18% 2
2025
Q4 		$5.88M Sell
31,510
-543
-2% -$101K 4.26% 2
2025
Q3 		$5.98M Sell
32,053
-169
-0.5% -$29.5K 4.48% 2
2025
Q2 		$5.09M Buy
32,222
+649
+2% +$81.7K 4.2% 4
2025
Q1 		$3.42M Buy
31,573
+800
+3% +$101K 3.28% 3
2024
Q4 		$4.13M Buy
+30,773
New +$4.24M 3.86% 3

Other funds holding NVDA

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
DACG
Donor Advised Charitable Giving San Francisco, California $4.49B AUM 26.39% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 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

Avantra Family Wealth's NVDA Position: Q2 2026 in Review

Avantra Family Wealth increased its NVIDIA (NVDA) stake by 1.3% in Q2 2026, buying an estimated $88.2K and bringing the position to 32,624 shares worth $6.53M. The position accounts for 4.17% of the portfolio, ranked #2.

Avantra Family Wealth first reported a position in NVDA in Q4 2024 and has held it in 7 quarters since. 2,916 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Avantra Family Wealth held 32,624 shares of NVIDIA worth $6.53M as of Q2 2026.
  • Avantra Family Wealth bought 429 NVIDIA shares in Q2 2026, an estimated $88.2K.
  • NVIDIA made up 4.17% of Avantra Family Wealth's portfolio in Q2 2026, its #2 holding.
  • Avantra Family Wealth first reported a position in NVIDIA in Q4 2024 and has held it in 7 quarters since.
  • 2,916 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Avantra Family Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.