Avid Wealth Partners
NVDA icon

Avid Wealth Partners’s NVIDIA NVDA Stock Holding History

Avid 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 		$2.97M Buy
12,995
+343
+3% +$73.5K 1.36% 16
2026
Q2 		$2.53M Sell
12,652
-822
-6% -$169K 1.23% 17
2026
Q1 		$2.35M Buy
13,474
+1,507
+13% +$276K 1.11% 19
2025
Q4 		$2.23M Buy
11,967
+3,631
+44% +$676K 1.09% 21
2025
Q3 		$1.56M Buy
8,336
+736
+10% +$128K 0.77% 23
2025
Q2 		$1.2M Buy
7,600
+1,356
+22% +$171K 0.69% 24
2025
Q1 		$677K Buy
6,244
+2,071
+50% +$262K 0.46% 32
2024
Q4 		$560K Sell
4,173
-2,177
-34% -$300K 0.4% 28
2024
Q3 		$771K Buy
6,350
+711
+13% +$84K 0.55% 25
2024
Q2 		$697K Sell
5,639
-701
-11% -$70.9K 0.54% 24
2024
Q1 		$573K Sell
6,340
-3,050
-32% -$221K 0.46% 25
2023
Q4 		$465K Buy
+9,390
New +$435K 0.46% 19

Other funds holding NVDA

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Donor Advised Charitable Giving
Donor Advised Charitable Giving San Francisco, California $5.16B AUM 22.24% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

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

Avid Wealth Partners increased its NVIDIA (NVDA) stake by 2.7% in Q3 2026, buying an estimated $73.5K and bringing the position to 12,995 shares worth $2.97M. The position accounts for 1.36% of the portfolio, ranked #16.

Avid Wealth Partners first reported a position in NVDA in Q4 2023 and has held it in 12 quarters since. 3,176 funds tracked by Wall St. Rank hold NVDA as of Q3 2026.

  • Avid Wealth Partners held 12,995 shares of NVIDIA worth $2.97M as of Q3 2026.
  • Avid Wealth Partners bought 343 NVIDIA shares in Q3 2026, an estimated $73.5K.
  • NVIDIA made up 1.36% of Avid Wealth Partners's portfolio in Q3 2026, its #16 holding.
  • Avid Wealth Partners first reported a position in NVIDIA in Q4 2023 and has held it in 12 quarters since.
  • 3,176 funds tracked by Wall St. Rank held NVIDIA as of Q3 2026.

Based on Avid Wealth Partners's 13F filing for Q3 2026, filed 3 Nov 2026.