C1AG
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Client 1st Advisory Group’s NVIDIA NVDA Stock Holding History

Client 1st Advisory Group’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 		$6.97M Buy
34,821
+1,912
+6% +$393K 1.82% 15
2026
Q1 		$5.74M Sell
32,909
-2,641
-7% -$485K 1.74% 16
2025
Q4 		$6.63M Buy
35,550
+2,569
+8% +$478K 2.07% 13
2025
Q3 		$6.15M Buy
32,981
+81
+0.2% +$14.1K 2.04% 13
2025
Q2 		$5.2M Buy
32,900
+24,714
+302% +$3.11M 1.89% 13
2025
Q1 		$887K Buy
8,186
+133
+2% +$16.9K 0.35% 42
2024
Q4 		$1.08M Sell
8,053
-247
-3% -$34K 0.42% 37
2024
Q3 		$1.01M Buy
8,300
+60
+0.7% +$7.09K 0.4% 36
2024
Q2 		$1.02M Buy
8,240
+230
+3% +$23.3K 0.44% 35
2024
Q1 		$724K Buy
8,010
+2,430
+44% +$176K 0.33% 41
2023
Q4 		$276K Buy
5,580
+90
+2% +$4.17K 0.13% 83
2023
Q3 		$239K Buy
+5,490
New +$246K 0.13% 90

Other funds holding NVDA

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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

Client 1st Advisory Group's NVDA Position: Q2 2026 in Review

Client 1st Advisory Group increased its NVIDIA (NVDA) stake by 5.8% in Q2 2026, buying an estimated $393K and bringing the position to 34,821 shares worth $6.97M. The position accounts for 1.82% of the portfolio, ranked #15.

Client 1st Advisory Group first reported a position in NVDA in Q3 2023 and has held it in 12 quarters since. 1,369 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Client 1st Advisory Group held 34,821 shares of NVIDIA worth $6.97M as of Q2 2026.
  • Client 1st Advisory Group bought 1,912 NVIDIA shares in Q2 2026, an estimated $393K.
  • NVIDIA made up 1.82% of Client 1st Advisory Group's portfolio in Q2 2026, its #15 holding.
  • Client 1st Advisory Group first reported a position in NVIDIA in Q3 2023 and has held it in 12 quarters since.
  • 1,369 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Client 1st Advisory Group's 13F filing for Q2 2026, filed 13 Jul 2026.