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BSW Wealth Partners’s NVIDIA NVDA Stock Holding History

BSW Wealth Partners’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 		$12.6M Buy
63,196
+86
+0.1% +$17.7K 1.41% 13
2026
Q1 		$11M Sell
63,110
-5,018
-7% -$921K 1.34% 15
2025
Q4 		$12.7M Sell
68,128
-2,719
-4% -$506K 1.52% 13
2025
Q3 		$13.2M Sell
70,847
-896
-1% -$156K 1.65% 12
2025
Q2 		$11.3M Buy
71,743
+1,113
+2% +$140K 1.55% 13
2025
Q1 		$7.65M Sell
70,630
-5,914
-8% -$750K 1.16% 16
2024
Q4 		$10.3M Buy
76,544
+6,502
+9% +$896K 1.51% 12
2024
Q3 		$8.51M Buy
70,042
+3,938
+6% +$465K 1.28% 15
2024
Q2 		$8.17M Buy
66,104
+254
+0.4% +$25.7K 1.34% 15
2024
Q1 		$5.95M Sell
65,850
-6,360
-9% -$461K 1.01% 22
2023
Q4 		$3.58M Buy
72,210
+2,120
+3% +$98.2K 0.71% 25
2023
Q3 		$3.05M Sell
70,090
-1,580
-2% -$70.8K 0.68% 26
2023
Q2 		$3.03M Buy
71,670
+220
+0.3% +$7.3K 0.63% 27
2023
Q1 		$1.98M Sell
71,450
-2,640
-4% -$57.1K 0.41% 36
2022
Q4 		$1.08M Sell
74,090
-1,490
-2% -$21.9K 0.23% 62
2022
Q3 		$917K Sell
75,580
-2,950
-4% -$46.6K 0.23% 57
2022
Q2 		$1.19M Sell
78,530
-11,050
-12% -$209K 0.29% 45
2022
Q1 		$2.44M Buy
89,580
+5,210
+6% +$131K 0.62% 25
2021
Q4 		$2.48M Buy
84,370
+16,340
+24% +$450K 0.62% 25
2021
Q3 		$1.41M Buy
68,030
+2,390
+4% +$49.6K 0.39% 35
2021
Q2 		$1.31M Buy
65,640
+4,800
+8% +$76.9K 0.36% 36
2021
Q1 		$812K Sell
60,840
-25,400
-29% -$341K 0.23% 57
2020
Q4 		$1.13M Buy
86,240
+440
+0.5% +$5.89K 0.35% 36
2020
Q3 		$1.16M Buy
85,800
+12,560
+17% +$146K 0.44% 31
2020
Q2 		$696K Buy
73,240
+6,720
+10% +$54.4K 0.23% 47
2020
Q1 		$438K Buy
66,520
+2,920
+5% +$18.4K 0.18% 58
2019
Q4 		$374K Buy
63,600
+2,320
+4% +$12.1K 0.13% 83
2019
Q3 		$267K Buy
61,280
+1,280
+2% +$5.38K 0.1% 82
2019
Q2 		$246K Buy
+60,000
New +$249K 0.09% 87

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
P
PensionDanmark Copenhagen O, Denmark $12B AUM

BSW Wealth Partners's NVDA Position: Q2 2026 in Review

BSW Wealth Partners increased its NVIDIA (NVDA) stake by 0.14% in Q2 2026, buying an estimated $17.7K and bringing the position to 63,196 shares worth $12.6M. The position accounts for 1.41% of the portfolio, ranked #13.

BSW Wealth Partners first reported a position in NVDA in Q2 2019 and has held it in 29 quarters since. The position peaked at $13.2M in Q3 2025. 1,080 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • BSW Wealth Partners held 63,196 shares of NVIDIA worth $12.6M as of Q2 2026.
  • BSW Wealth Partners bought 86 NVIDIA shares in Q2 2026, an estimated $17.7K.
  • NVIDIA made up 1.41% of BSW Wealth Partners's portfolio in Q2 2026, its #13 holding.
  • BSW Wealth Partners first reported a position in NVIDIA in Q2 2019 and has held it in 29 quarters since.
  • BSW Wealth Partners's NVIDIA position peaked at $13.2M in Q3 2025.
  • 1,080 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.