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Defined Wealth Management’s NVIDIA NVDA Stock Holding History

Defined Wealth Management’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 		$1.54M Buy
6,753
+633
+10% +$136K 0.79% 35
2026
Q2 		$1.22M Buy
6,120
+408
+7% +$83.9K 0.63% 44
2026
Q1 		$996K Buy
5,712
+733
+15% +$134K 0.58% 48
2025
Q4 		$929K Buy
4,979
+394
+9% +$73.3K 0.54% 49
2025
Q3 		$855K Buy
4,585
+1,341
+41% +$234K 0.5% 52
2025
Q2 		$513K Buy
3,244
+332
+11% +$41.8K 0.32% 74
2025
Q1 		$316K Buy
2,912
+241
+9% +$30.5K 0.21% 91
2024
Q4 		$359K Buy
2,671
+262
+11% +$36.1K 0.24% 89
2024
Q3 		$293K Buy
2,409
+532
+28% +$62.8K 0.19% 98
2024
Q2 		$232K Buy
+1,877
New +$190K 0.16% 102

Other funds holding NVDA

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Defined Wealth Management's NVDA Position: Q3 2026 in Review

Defined Wealth Management increased its NVIDIA (NVDA) stake by 10% in Q3 2026, buying an estimated $136K and bringing the position to 6,753 shares worth $1.54M. The position accounts for 0.79% of the portfolio, ranked #35.

Defined Wealth Management first reported a position in NVDA in Q2 2024 and has held it in 10 quarters since. 1,282 funds tracked by Wall St. Rank hold NVDA as of Q3 2026.

  • Defined Wealth Management held 6,753 shares of NVIDIA worth $1.54M as of Q3 2026.
  • Defined Wealth Management bought 633 NVIDIA shares in Q3 2026, an estimated $136K.
  • NVIDIA made up 0.79% of Defined Wealth Management's portfolio in Q3 2026, its #35 holding.
  • Defined Wealth Management first reported a position in NVIDIA in Q2 2024 and has held it in 10 quarters since.
  • 1,282 funds tracked by Wall St. Rank held NVIDIA as of Q3 2026.

Based on Defined Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.