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Broadway Wealth Solutions’s NVIDIA NVDA Stock Holding History

Broadway Wealth Solutions’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 		$3.97M Buy
19,835
+4,459
+29% +$917K 1.85% 11
2026
Q1 		$2.68M Buy
15,376
+941
+7% +$173K 1.39% 13
2025
Q4 		$2.69M Buy
14,435
+462
+3% +$86K 1.44% 13
2025
Q3 		$2.61M Sell
13,973
-658
-4% -$115K 1.46% 12
2025
Q2 		$2.31M Buy
14,631
+1,310
+10% +$165K 1.44% 12
2025
Q1 		$1.44M Buy
13,321
+323
+2% +$40.9K 1.05% 15
2024
Q4 		$1.75M Buy
+12,998
New +$1.79M 1.32% 13

Other funds holding NVDA

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

Broadway Wealth Solutions's NVDA Position: Q2 2026 in Review

Broadway Wealth Solutions increased its NVIDIA (NVDA) stake by 29% in Q2 2026, buying an estimated $917K and bringing the position to 19,835 shares worth $3.97M. The position accounts for 1.85% of the portfolio, ranked #11.

Broadway Wealth Solutions first reported a position in NVDA in Q4 2024 and has held it in 7 quarters since. 1,247 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Broadway Wealth Solutions held 19,835 shares of NVIDIA worth $3.97M as of Q2 2026.
  • Broadway Wealth Solutions bought 4,459 NVIDIA shares in Q2 2026, an estimated $917K.
  • NVIDIA made up 1.85% of Broadway Wealth Solutions's portfolio in Q2 2026, its #11 holding.
  • Broadway Wealth Solutions first reported a position in NVIDIA in Q4 2024 and has held it in 7 quarters since.
  • 1,247 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Broadway Wealth Solutions's 13F filing for Q2 2026, filed 13 Jul 2026.