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Avidian Wealth Enterprises’s NVIDIA NVDA Stock Holding History

Avidian Wealth Enterprises’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 		$101M Buy
505,177
+24,904
+5% +$5.12M 2.8% 5
2026
Q1 		$83.8M Sell
480,273
-169,235
-26% -$31M 2.65% 5
2025
Q4 		$121M Sell
649,508
-8,449
-1% -$1.57M 4.41% 3
2025
Q3 		$123M Sell
657,957
-74,881
-10% -$13.1M 4.62% 3
2025
Q2 		$116M Sell
732,838
-145,682
-17% -$18.3M 4.71% 3
2025
Q1 		$95.2M Sell
878,520
-3,063
-0.3% -$388K 4.24% 3
2024
Q4 		$118M Sell
881,583
-133,064
-13% -$18.3M 5.32% 3
2024
Q3 		$123M Buy
1,014,647
+2,463
+0.2% +$291K 5.59% 3
2024
Q2 		$125M Buy
1,012,184
+197,724
+24% +$20M 5.19% 4
2024
Q1 		$73.6M Buy
814,460
+37,680
+5% +$2.73M 3.57% 4
2023
Q4 		$38.5M Buy
776,780
+609,420
+364% +$28.2M 2.37% 7
2023
Q3 		$7.28M Buy
167,360
+66,800
+66% +$2.99M 0.51% 42
2023
Q2 		$4.25M Sell
100,560
-52,170
-34% -$1.73M 0.28% 72
2023
Q1 		$4.24M Buy
152,730
+39,850
+35% +$862K 0.23% 84
2022
Q4 		$1.65M Buy
112,880
+13,290
+13% +$195K 0.11% 134
2022
Q3 		$1.21M Buy
99,590
+13,520
+16% +$214K 0.09% 133
2022
Q2 		$1.3M Sell
86,070
-71,710
-45% -$1.35M 0.09% 141
2022
Q1 		$4.3M Buy
157,780
+74,770
+90% +$1.88M 0.26% 74
2021
Q4 		$2.44M Buy
83,010
+42,030
+103% +$1.16M 0.15% 105
2021
Q3 		$849K Buy
40,980
+10,820
+36% +$225K 0.06% 144
2021
Q2 		$603K Buy
30,160
+3,800
+14% +$60.9K 0.05% 188
2021
Q1 		$352K Sell
26,360
-4,600
-15% -$61.8K 0.03% 266
2020
Q4 		$404K Buy
30,960
+4,240
+16% +$56.8K 0.04% 215
2020
Q3 		$362K Buy
+26,720
New +$311K 0.04% 193

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

Avidian Wealth Enterprises's NVDA Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its NVIDIA (NVDA) stake by 5.2% in Q2 2026, buying an estimated $5.12M and bringing the position to 505,177 shares worth $101M. The position accounts for 2.8% of the portfolio, ranked #5.

Avidian Wealth Enterprises first reported a position in NVDA in Q3 2020 and has held it in 24 quarters since. The position peaked at $125M in Q2 2024. 2,916 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Avidian Wealth Enterprises held 505,177 shares of NVIDIA worth $101M as of Q2 2026.
  • Avidian Wealth Enterprises bought 24,904 NVIDIA shares in Q2 2026, an estimated $5.12M.
  • NVIDIA made up 2.8% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #5 holding.
  • Avidian Wealth Enterprises first reported a position in NVIDIA in Q3 2020 and has held it in 24 quarters since.
  • Avidian Wealth Enterprises's NVIDIA position peaked at $125M in Q2 2024.
  • 2,916 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.