Biltmore Wealth Management
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Biltmore Wealth Management’s NVIDIA NVDA Stock Holding History

Biltmore 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
Q3 		$2.49M Sell
10,893
-69
-0.6% -$14.8K 0.77% 17
2026
Q2 		$2.19M Sell
10,962
-296
-3% -$60.9K 0.68% 17
2026
Q1 		$1.96M Buy
11,258
+30
+0.3% +$5.5K 0.7% 16
2025
Q4 		$2.09M Sell
11,228
-1
-0% -$186 0.79% 15
2025
Q3 		$2.1M Sell
11,229
-1,530
-12% -$267K 0.8% 15
2025
Q2 		$2.02M Sell
12,759
-273
-2% -$34.4K 0.82% 16
2025
Q1 		$1.41M Sell
13,032
-75
-0.6% -$9.5K 0.6% 18
2024
Q4 		$1.76M Sell
13,107
-130
-1% -$17.9K 0.73% 16
2024
Q3 		$1.61M Sell
13,237
-8,973
-40% -$1.06M 0.66% 17
2024
Q2 		$2.74M Sell
22,210
-2,100
-9% -$212K 1.19% 15
2024
Q1 		$1.2M Hold
24,310
– – 0.57% 19
2023
Q4 		$1.2M Buy
24,310
+10
+0% +$463 0.57% 19
2023
Q3 		$1.06M Sell
24,300
-4,720
-16% -$211K 0.51% 19
2023
Q2 		$1.23M Sell
29,020
-22,680
-44% -$753K 0.52% 18
2023
Q1 		$1.44M Sell
51,700
-350
-0.7% -$7.58K 0.58% 18
2022
Q4 		$761K Buy
52,050
+820
+2% +$12K 0.33% 26
2022
Q3 		$622K Buy
51,230
+5,940
+13% +$93.9K 0.29% 30
2022
Q2 		$687K Buy
45,290
+450
+1% +$8.49K 0.3% 29
2022
Q1 		$1.22M Buy
44,840
+4,570
+11% +$115K 0.48% 20
2021
Q4 		$1.18M Sell
40,270
-580
-1% -$16K 0.45% 19
2021
Q3 		$846K Sell
40,850
-13,590
-25% -$282K 0.34% 28
2021
Q2 		$1.09M Buy
54,440
+1,040
+2% +$16.7K 0.44% 17
2021
Q1 		$713K Buy
+53,400
New +$718K 0.31% 28

Other funds holding NVDA

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 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

Biltmore Wealth Management's NVDA Position: Q3 2026 in Review

Biltmore Wealth Management reduced its NVIDIA (NVDA) stake by 0.63% in Q3 2026, selling an estimated $14.8K and leaving 10,893 shares worth $2.49M. The position accounts for 0.77% of the portfolio, ranked #17.

Biltmore Wealth Management first reported a position in NVDA in Q1 2021 and has held it in 23 quarters since. The position peaked at $2.74M in Q2 2024. 3,682 funds tracked by Wall St. Rank hold NVDA as of Q3 2026.

  • Biltmore Wealth Management held 10,893 shares of NVIDIA worth $2.49M as of Q3 2026.
  • Biltmore Wealth Management sold 69 NVIDIA shares in Q3 2026, an estimated $14.8K.
  • NVIDIA made up 0.77% of Biltmore Wealth Management's portfolio in Q3 2026, its #17 holding.
  • Biltmore Wealth Management first reported a position in NVIDIA in Q1 2021 and has held it in 23 quarters since.
  • Biltmore Wealth Management's NVIDIA position peaked at $2.74M in Q2 2024.
  • 3,682 funds tracked by Wall St. Rank held NVIDIA as of Q3 2026.

Based on Biltmore Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.