Delap Wealth Advisory’s NVIDIA NVDA Stock Holding History

Delap 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	$2.4M	Buy	10,524 +146	+1%	+$31.3K	0.83%	27
2026 Q2	$2.08M	Hold	10,378	–	–	0.7%	28
2026 Q1	$1.81M	Sell	10,378 -2,165	-17%	-$397K	0.68%	28
2025 Q4	$2.34M	Buy	12,543 +4,940	+65%	+$920K	0.9%	25
2025 Q3	$1.42M	Buy	7,603 +140	+2%	+$24.4K	0.6%	32
2025 Q2	$1.18M	Sell	7,463 -105	-1%	-$13.2K	0.57%	31
2025 Q1	$820K	Buy	7,568 +674	+10%	+$85.4K	0.46%	35
2024 Q4	$926K	Buy	6,894 +480	+7%	+$66.2K	0.55%	32
2024 Q3	$779K	Sell	6,414 -3,826	-37%	-$452K	0.49%	31
2024 Q2	$1.27M	Sell	10,240 -46,440	-82%	-$4.7M	0.58%	26
2024 Q1	$5.12M	Buy	56,680 +44,960	+384%	+$3.26M	2.07%	12
2023 Q4	$580K	Buy	+11,720	New	+$543K	0.26%	44
2023 Q1	–	Sell	-15,760	Closed	-$230K	–	68
2022 Q4	$230K	Buy	+15,760	New	+$231K	0.24%	59

Other funds holding NVDA

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

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

Delap Wealth Advisory increased its NVIDIA (NVDA) stake by 1.4% in Q3 2026, buying an estimated $31.3K and bringing the position to 10,524 shares worth $2.4M. The position accounts for 0.83% of the portfolio, ranked #27.

Delap Wealth Advisory first reported a position in NVDA in Q4 2022 and has held it in 13 quarters since. The position peaked at $5.12M in Q1 2024. 3,703 funds tracked by Wall St. Rank hold NVDA as of Q3 2026.

Delap Wealth Advisory held 10,524 shares of NVIDIA worth $2.4M as of Q3 2026.
Delap Wealth Advisory bought 146 NVIDIA shares in Q3 2026, an estimated $31.3K.
NVIDIA made up 0.83% of Delap Wealth Advisory's portfolio in Q3 2026, its #27 holding.
Delap Wealth Advisory first reported a position in NVIDIA in Q4 2022 and has held it in 13 quarters since.
Delap Wealth Advisory's NVIDIA position peaked at $5.12M in Q1 2024.
3,703 funds tracked by Wall St. Rank held NVIDIA as of Q3 2026.

Based on Delap Wealth Advisory's 13F filing for Q3 2026, filed 16 Oct 2026.