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Dynamic Advisor Solutions’s NVIDIA NVDA Stock Holding History

Dynamic Advisor Solutions’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 		$61.4M Sell
306,725
-11,959
-4% -$2.46M 1.74% 3
2026
Q1 		$55.6M Buy
318,684
+12,472
+4% +$2.29M 1.75% 3
2025
Q4 		$57.1M Sell
306,212
-57,722
-16% -$10.7M 1.83% 4
2025
Q3 		$66.1M Buy
363,934
+16,678
+5% +$2.91M 1.92% 3
2025
Q2 		$54.9M Sell
347,256
-10,051
-3% -$1.26M 1.69% 5
2025
Q1 		$38.7M Sell
357,307
-10,019
-3% -$1.27M 1.28% 8
2024
Q4 		$49.3M Sell
367,326
-39,146
-10% -$5.4M 2.13% 5
2024
Q3 		$49.4M Buy
406,472
+8,362
+2% +$988K 1.48% 7
2024
Q2 		$49.2M Buy
398,110
+4,110
+1% +$416K 1.55% 6
2024
Q1 		$35.6M Sell
394,000
-1,270
-0.3% -$92K 1.2% 7
2023
Q4 		$19.4M Sell
395,270
-30,690
-7% -$1.42M 0.72% 21
2023
Q3 		$18.5M Buy
425,960
+33,940
+9% +$1.52M 0.88% 15
2023
Q2 		$16.6M Sell
392,020
-61,260
-14% -$2.03M 0.86% 17
2023
Q1 		$12.6M Buy
453,280
+19,960
+5% +$432K 0.74% 18
2022
Q4 		$6.33M Sell
433,320
-14,110
-3% -$207K 0.43% 52
2022
Q3 		$5.43M Buy
447,430
+3,790
+0.9% +$59.9K 0.41% 55
2022
Q2 		$6.72M Buy
443,640
+26,230
+6% +$495K 0.52% 43
2022
Q1 		$11.4M Buy
417,410
+39,900
+11% +$1M 0.79% 22
2021
Q4 		$11.1M Sell
377,510
-1,540
-0.4% -$42.4K 0.79% 25
2021
Q3 		$7.85M Buy
379,050
+55,050
+17% +$1.14M 0.59% 32
2021
Q2 		$6.48M Buy
324,000
+43,280
+15% +$694K 0.51% 38
2021
Q1 		$3.75M Sell
280,720
-49,480
-15% -$665K 0.35% 67
2020
Q4 		$4.31M Sell
330,200
-40
-0% -$536 0.4% 61
2020
Q3 		$4.47M Buy
330,240
+52,080
+19% +$606K 0.51% 39
2020
Q2 		$2.64M Buy
278,160
+29,240
+12% +$237K 0.36% 80
2020
Q1 		$1.64M Sell
248,920
-16,800
-6% -$106K 0.3% 95
2019
Q4 		$1.56M Sell
265,720
-90,600
-25% -$471K 0.21% 120
2019
Q3 		$1.55M Sell
356,320
-33,720
-9% -$142K 0.24% 110
2019
Q2 		$1.6M Buy
390,040
+127,880
+49% +$530K 0.26% 103
2019
Q1 		$1.18M Buy
262,160
+61,600
+31% +$239K 0.22% 121
2018
Q4 		$803K Sell
200,560
-15,840
-7% -$75.8K 0.17% 142
2018
Q3 		$1.52M Buy
216,400
+45,560
+27% +$296K 0.32% 100
2018
Q2 		$1.01M Buy
170,840
+1,520
+0.9% +$9.23K 0.23% 129
2018
Q1 		$980K Buy
169,320
+125,920
+290% +$740K 0.25% 120
2017
Q4 		$210K Buy
+43,400
New +$216K 0.07% 233
2017
Q3 		– Sell
-77,800
Closed -$281K – 228
2017
Q2 		$281K Buy
+77,800
New +$247K 0.11% 179
2017
Q1 		– Sell
-83,120
Closed -$222K – 218
2016
Q4 		$222K Buy
+83,120
New +$174K 0.09% 197

Other funds holding NVDA

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 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
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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 $59.8B AUM 29.42% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM

Dynamic Advisor Solutions's NVDA Position: Q2 2026 in Review

Dynamic Advisor Solutions reduced its NVIDIA (NVDA) stake by 3.8% in Q2 2026, selling an estimated $2.46M and leaving 306,725 shares worth $61.4M. The position accounts for 1.74% of the portfolio, ranked #3.

Dynamic Advisor Solutions first reported a position in NVDA in Q4 2016 and has held it in 37 quarters since. The position peaked at $66.1M in Q3 2025. 1,080 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Dynamic Advisor Solutions held 306,725 shares of NVIDIA worth $61.4M as of Q2 2026.
  • Dynamic Advisor Solutions sold 11,959 NVIDIA shares in Q2 2026, an estimated $2.46M.
  • NVIDIA made up 1.74% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #3 holding.
  • Dynamic Advisor Solutions first reported a position in NVIDIA in Q4 2016 and has held it in 37 quarters since.
  • Dynamic Advisor Solutions's NVIDIA position peaked at $66.1M in Q3 2025.
  • 1,080 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.