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 		$4.4M Hold
22,000
– – 1.15% 22
2026
Q1 		$323K Sell
22,000
-3,000
-12% -$550K 0.1% 95
2025
Q4 		$391K Hold
25,000
– – 0.12% 86
2025
Q3 		$372K Buy
+25,000
New +$4.36M 0.12% 84

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

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. 1,228 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.
  • 1,228 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.