Curtis Advisory Group
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Curtis Advisory Group’s NVIDIA NVDA Stock Holding History

Curtis 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
Q3 		$66.2M Sell
289,814
-787
-0.3% -$169K 12.33% 1
2026
Q2 		$58.1M Sell
290,601
-64
-0% -$13.2K 11.29% 1
2026
Q1 		$50.7M Buy
290,665
+9,586
+3% +$1.76M 10.93% 1
2025
Q4 		$52.4M Buy
281,079
+2,834
+1% +$528K 11% 1
2025
Q3 		$51.9M Buy
278,245
+40,318
+17% +$7.03M 11.77% 1
2025
Q2 		$37.6M Sell
237,927
-907
-0.4% -$114K 9.45% 2
2025
Q1 		$25.9M Sell
238,834
-103
-0% -$13.1K 7.6% 3
2024
Q4 		$32.1M Buy
238,937
+139
+0.1% +$19.2K 8.49% 3
2024
Q3 		$29M Buy
238,798
+198,378
+491% +$23.4M 8.23% 3
2024
Q2 		$4.99M Sell
40,420
-5,130
-11% -$519K 1.76% 20
2024
Q1 		$4.12M Sell
45,550
-1,270
-3% -$92K 1.59% 20
2023
Q4 		$2.32M Hold
46,820
– – 1.06% 24
2023
Q3 		$2.04M Sell
46,820
-350
-0.7% -$15.7K 0.68% 20
2023
Q2 		$2M Buy
47,170
+19,010
+68% +$631K 0.64% 23
2023
Q1 		$782K Buy
28,160
+750
+3% +$16.2K 0.29% 41
2022
Q4 		$401K Sell
27,410
-10,800
-28% -$158K 0.16% 61
2022
Q3 		$464K Sell
38,210
-2,820
-7% -$44.6K 0.19% 54
2022
Q2 		$622K Sell
41,030
-250
-0.6% -$4.72K 0.25% 45
2022
Q1 		$1.13M Sell
41,280
-1,000
-2% -$25.1K 0.38% 32
2021
Q4 		$1.24M Hold
42,280
– – 0.41% 34
2021
Q3 		$876K Hold
42,280
– – 0.32% 40
2021
Q2 		$846K Hold
42,280
– – 0.37% 39
2021
Q1 		$564K Buy
+42,280
New +$568K 0.25% 46

Other funds holding NVDA

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 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

Curtis Advisory Group's NVDA Position: Q3 2026 in Review

Curtis Advisory Group reduced its NVIDIA (NVDA) stake by 0.27% in Q3 2026, selling an estimated $169K and leaving 289,814 shares worth $66.2M. The position accounts for 12.33% of the portfolio, ranked #1.

Curtis Advisory Group first reported a position in NVDA in Q1 2021 and has held it in 23 quarters since. 3,682 funds tracked by Wall St. Rank hold NVDA as of Q3 2026.

  • Curtis Advisory Group held 289,814 shares of NVIDIA worth $66.2M as of Q3 2026.
  • Curtis Advisory Group sold 787 NVIDIA shares in Q3 2026, an estimated $169K.
  • NVIDIA made up 12.33% of Curtis Advisory Group's portfolio in Q3 2026, its #1 holding.
  • Curtis Advisory Group first reported a position in NVIDIA in Q1 2021 and has held it in 23 quarters since.
  • 3,682 funds tracked by Wall St. Rank held NVIDIA as of Q3 2026.

Based on Curtis Advisory Group's 13F filing for Q3 2026, filed 28 Oct 2026.