BigSur Wealth Management’s NVIDIA NVDA Stock Holding History

BigSur Wealth Management’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	$15.9M	Buy	79,531 +5,911	+8%	+$1.22M	3.83%	3
2026 Q1	$12.8M	Sell	73,620 -10,271	-12%	-$1.88M	3.6%	4
2025 Q4	$15.6M	Sell	83,891 -5	-0%	-$931	3.8%	4
2025 Q3	$15.7M	Sell	83,896 -5,961	-7%	-$1.04M	3.83%	4
2025 Q2	$14.2M	Buy	89,857 +924	+1%	+$116K	3.58%	4
2025 Q1	$9.64M	Buy	88,933 +8,940	+11%	+$1.13M	2.61%	6
2024 Q4	$10.7M	Sell	79,993 -3,828	-5%	-$528K	3.07%	6
2024 Q3	$10.2M	Buy	83,821 +25,377	+43%	+$3M	2.8%	6
2024 Q2	$7.22M	Sell	58,444 -3,256	-5%	-$329K	2.21%	8
2024 Q1	$5.57M	Buy	61,700 +50	+0.1%	+$3.62K	1.75%	12
2023 Q4	$3.05M	Hold	61,650	–	–	1.45%	16
2023 Q3	$2.68M	Sell	61,650 -3,350	-5%	-$150K	1.35%	19
2023 Q2	$2.75M	Hold	65,000	–	–	1.31%	20
2023 Q1	$1.81M	Sell	65,000 -35,000	-35%	-$757K	0.85%	35
2022 Q4	$1.46M	Hold	100,000	–	–	0.7%	41
2022 Q3	$1.21M	Sell	100,000 -5,000	-5%	-$79K	0.61%	44
2022 Q2	$1.59M	Buy	105,000 +33,000	+46%	+$623K	0.75%	42
2022 Q1	$1.97M	Hold	72,000	–	–	0.77%	37
2021 Q4	$2.12M	Hold	72,000	–	–	0.83%	36
2021 Q3	$1.49M	Hold	72,000	–	–	0.67%	44
2021 Q2	$1.44M	Hold	72,000	–	–	0.65%	44
2021 Q1	$961K	Sell	72,000 -16,000	-18%	-$215K	0.49%	53
2020 Q4	$1.15M	Buy	88,000 +40,000	+83%	+$536K	0.65%	48
2020 Q3	$649K	Buy	48,000 +20,000	+71%	+$233K	0.41%	59
2020 Q2	$266K	Sell	28,000 -20,000	-42%	-$162K	0.19%	81
2020 Q1	$316K	Hold	48,000	–	–	0.24%	75
2019 Q4	$282K	Hold	48,000	–	–	0.16%	90
2019 Q3	$209K	Buy	+48,000	New	+$202K	0.14%	95
2019 Q2	–	Sell	-48,000	Closed	-$215K	–	108
2019 Q1	$215K	Buy	+48,000	New	+$186K	0.14%	97
2018 Q4	–	Sell	-48,000	Closed	-$337K	–	104
2018 Q3	$337K	Hold	48,000	–	–	0.21%	73
2018 Q2	$284K	Sell	48,000 -2,000	-4%	-$12.2K	0.21%	76
2018 Q1	$289K	Buy	+50,000	New	+$294K	0.21%	88

Other funds holding NVDA

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

BigSur Wealth Management's NVDA Position: Q2 2026 in Review

BigSur Wealth Management increased its NVIDIA (NVDA) stake by 8% in Q2 2026, buying an estimated $1.22M and bringing the position to 79,531 shares worth $15.9M. The position accounts for 3.83% of the portfolio, ranked #3.

BigSur Wealth Management first reported a position in NVDA in Q1 2018 and has held it in 32 quarters since. 1,634 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

BigSur Wealth Management held 79,531 shares of NVIDIA worth $15.9M as of Q2 2026.
BigSur Wealth Management bought 5,911 NVIDIA shares in Q2 2026, an estimated $1.22M.
NVIDIA made up 3.83% of BigSur Wealth Management's portfolio in Q2 2026, its #3 holding.
BigSur Wealth Management first reported a position in NVIDIA in Q1 2018 and has held it in 32 quarters since.
1,634 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on BigSur Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.