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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
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

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Avid Wealth Partners's NVDA Position: Q2 2026 in Review

Avid Wealth Partners reduced its NVIDIA (NVDA) stake by 6.1% in Q2 2026, selling an estimated $169K and leaving 12,652 shares worth $2.53M. The position accounts for 1.23% of the portfolio, ranked #17.

Avid Wealth Partners first reported a position in NVDA in Q4 2023 and has held it in 11 quarters since. 3,246 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Avid Wealth Partners held 12,652 shares of NVIDIA worth $2.53M as of Q2 2026.
  • Avid Wealth Partners sold 822 NVIDIA shares in Q2 2026, an estimated $169K.
  • NVIDIA made up 1.23% of Avid Wealth Partners's portfolio in Q2 2026, its #17 holding.
  • Avid Wealth Partners first reported a position in NVIDIA in Q4 2023 and has held it in 11 quarters since.
  • 3,246 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Avid Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.