BetterWealth’s NVIDIA NVDA Stock Holding History

BetterWealth’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	$2.22M	Sell	9,699 -1,656	-15%	-$355K	0.37%	21
2026 Q2	$2.27M	Sell	11,355 -57	-0.5%	-$11.7K	0.4%	22
2026 Q1	$1.99M	Buy	11,412 +1,220	+12%	+$224K	0.39%	24
2025 Q4	$1.9M	Buy	10,192 +1,543	+18%	+$287K	0.43%	22
2025 Q3	$1.61M	Sell	8,649 -10,265	-54%	-$1.79M	0.38%	24
2025 Q2	$2.99M	Buy	18,914 +615	+3%	+$77.4K	0.77%	20
2025 Q1	$1.98M	Buy	18,299 +151	+0.8%	+$19.1K	0.56%	21
2024 Q4	$2.44M	Buy	18,148 +622	+4%	+$85.7K	0.67%	21
2024 Q3	$2.13M	Buy	17,526 +150	+0.9%	+$17.7K	0.63%	17
2024 Q2	$2.15M	Buy	17,376 +636	+4%	+$64.3K	0.68%	18
2024 Q1	$1.51M	Sell	16,740 -1,150	-6%	-$83.4K	0.49%	23
2023 Q4	$886K	Buy	17,890 +130	+0.7%	+$6.02K	0.3%	29
2023 Q3	$773K	Buy	+17,760	New	+$796K	0.31%	24

Other funds holding NVDA

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

BetterWealth's NVDA Position: Q3 2026 in Review

BetterWealth reduced its NVIDIA (NVDA) stake by 15% in Q3 2026, selling an estimated $355K and leaving 9,699 shares worth $2.22M. The position accounts for 0.37% of the portfolio, ranked #21.

BetterWealth first reported a position in NVDA in Q3 2023 and has held it in 13 quarters since. The position peaked at $2.99M in Q2 2025. 1,183 funds tracked by Wall St. Rank hold NVDA as of Q3 2026.

BetterWealth held 9,699 shares of NVIDIA worth $2.22M as of Q3 2026.
BetterWealth sold 1,656 NVIDIA shares in Q3 2026, an estimated $355K.
NVIDIA made up 0.37% of BetterWealth's portfolio in Q3 2026, its #21 holding.
BetterWealth first reported a position in NVIDIA in Q3 2023 and has held it in 13 quarters since.
BetterWealth's NVIDIA position peaked at $2.99M in Q2 2025.
1,183 funds tracked by Wall St. Rank held NVIDIA as of Q3 2026.

Based on BetterWealth's 13F filing for Q3 2026, filed 15 Oct 2026.