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DWR Wealth Management’s NVIDIA NVDA Stock Holding History

DWR 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 		$1.56M Buy
7,986
+87
+1% +$17.9K 1.17% 18
2026
Q1 		$1.3M Buy
7,899
+217
+3% +$39.8K 1.14% 18
2025
Q4 		$1.44M Buy
+7,682
New +$1.43M 1.34% 17

Other funds holding NVDA

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

DWR Wealth Management's NVDA Position: Q2 2026 in Review

DWR Wealth Management increased its NVIDIA (NVDA) stake by 1.1% in Q2 2026, buying an estimated $17.9K and bringing the position to 7,986 shares worth $1.56M. The position accounts for 1.17% of the portfolio, ranked #18.

DWR Wealth Management first reported a position in NVDA in Q4 2025 and has held it in 3 quarters since. 1,909 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • DWR Wealth Management held 7,986 shares of NVIDIA worth $1.56M as of Q2 2026.
  • DWR Wealth Management bought 87 NVIDIA shares in Q2 2026, an estimated $17.9K.
  • NVIDIA made up 1.17% of DWR Wealth Management's portfolio in Q2 2026, its #18 holding.
  • DWR Wealth Management first reported a position in NVIDIA in Q4 2025 and has held it in 3 quarters since.
  • 1,909 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on DWR Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.