Consilium Wealth Advisory
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Consilium Wealth Advisory’s NVIDIA NVDA Stock Holding History

Consilium Wealth Advisory’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 		$16M Sell
69,918
-295
-0.4% -$63.2K 4.72% 5
2026
Q2 		$14M Sell
70,213
-3,004
-4% -$618K 4.17% 5
2026
Q1 		$12.8M Buy
73,217
+5,062
+7% +$929K 4.36% 5
2025
Q4 		$12.7M Sell
68,155
-232
-0.3% -$43.2K 4.69% 6
2025
Q3 		$12.8M Sell
68,387
-3,721
-5% -$649K 4.92% 6
2025
Q2 		$11.4M Buy
72,108
+4,348
+6% +$547K 4.81% 6
2025
Q1 		$7.34M Sell
67,760
-19,652
-22% -$2.49M 3.68% 7
2024
Q4 		$11.7M Buy
87,412
+74
+0.1% +$10.2K 5.6% 5
2024
Q3 		$10.6M Buy
87,338
+2,414
+3% +$285K 5.79% 4
2024
Q2 		$10.5M Sell
84,924
-6,446
-7% -$652K 5.73% 4
2024
Q1 		$8.26M Sell
91,370
-1,520
-2% -$110K 4.64% 5
2023
Q4 		$4.6M Buy
92,890
+800
+0.9% +$37.1K 2.77% 11
2023
Q3 		$4.01M Sell
92,090
-9,280
-9% -$416K 2.81% 11
2023
Q2 		$4.29M Buy
101,370
+13,830
+16% +$459K 2.97% 10
2023
Q1 		$2.43M Sell
87,540
-340
-0.4% -$7.36K 2.07% 13
2022
Q4 		$1.28M Sell
87,880
-17,740
-17% -$260K 1.1% 21
2022
Q3 		$1.28M Sell
105,620
-5,890
-5% -$93.1K 1.43% 17
2022
Q2 		$1.69M Buy
111,510
+5,780
+5% +$109K 1.82% 16
2022
Q1 		$2.88M Buy
105,730
+26,400
+33% +$662K 2.07% 13
2021
Q4 		$2.33M Buy
+79,330
New +$2.18M 1.51% 15

Other funds holding NVDA

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 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
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Donor Advised Charitable Giving
Donor Advised Charitable Giving San Francisco, California $5.16B AUM 22.24% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Consilium Wealth Advisory's NVDA Position: Q3 2026 in Review

Consilium Wealth Advisory reduced its NVIDIA (NVDA) stake by 0.42% in Q3 2026, selling an estimated $63.2K and leaving 69,918 shares worth $16M. The position accounts for 4.72% of the portfolio, ranked #5.

Consilium Wealth Advisory first reported a position in NVDA in Q4 2021 and has held it in 20 quarters since. 3,302 funds tracked by Wall St. Rank hold NVDA as of Q3 2026.

  • Consilium Wealth Advisory held 69,918 shares of NVIDIA worth $16M as of Q3 2026.
  • Consilium Wealth Advisory sold 295 NVIDIA shares in Q3 2026, an estimated $63.2K.
  • NVIDIA made up 4.72% of Consilium Wealth Advisory's portfolio in Q3 2026, its #5 holding.
  • Consilium Wealth Advisory first reported a position in NVIDIA in Q4 2021 and has held it in 20 quarters since.
  • 3,302 funds tracked by Wall St. Rank held NVIDIA as of Q3 2026.

Based on Consilium Wealth Advisory's 13F filing for Q3 2026, filed 14 Oct 2026.