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Dopkins Wealth Management’s NVIDIA NVDA Stock Holding History

Dopkins 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
Q2 		$685K Sell
3,424
-845
-20% -$174K 0.25% 52
2026
Q1 		$745K Buy
4,269
+3,045
+249% +$559K 0.3% 48
2025
Q4 		$228K Sell
1,224
-2,957
-71% -$550K 0.09% 77
2025
Q3 		$780K Buy
4,181
+9
+0.2% +$1.57K 0.33% 44
2025
Q2 		$659K Buy
4,172
+2
+0% +$252 0.3% 49
2025
Q1 		$452K Sell
4,170
-1,384
-25% -$175K 0.23% 54
2024
Q4 		$746K Buy
5,554
+2,554
+85% +$352K 0.38% 44
2024
Q3 		$364K Sell
3,000
-2,100
-41% -$248K 0.29% 36
2024
Q2 		$630K Buy
5,100
+700
+16% +$70.8K 0.38% 37
2024
Q1 		$398K Buy
+4,400
New +$319K 0.24% 50

Other funds holding NVDA

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
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 $59.6B AUM 29.42% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return