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Elmwood Wealth Management’s NVIDIA NVDA Stock Holding History

Elmwood 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 		$7.71M Buy
38,530
+447
+1% +$91.9K 1.93% 11
2026
Q1 		$6.64M Buy
38,083
+1,493
+4% +$274K 1.84% 15
2025
Q4 		$6.82M Buy
36,590
+8,006
+28% +$1.49M 2.16% 8
2025
Q3 		$5.33M Buy
28,584
+6,470
+29% +$1.13M 1.89% 14
2025
Q2 		$3.49M Buy
22,114
+1,614
+8% +$203K 1.38% 23
2025
Q1 		$2.22M Buy
20,500
+347
+2% +$44K 0.91% 44
2024
Q4 		$2.71M Buy
20,153
+150
+0.7% +$20.7K 1.09% 37
2024
Q3 		$2.43M Buy
20,003
+7,793
+64% +$921K 1% 42
2024
Q2 		$1.51M Buy
12,210
+250
+2% +$25.3K 0.67% 56
2024
Q1 		$1.08M Buy
+11,960
New +$867K 0.46% 71
2023
Q4 		– Sell
-12,980
Closed -$565K – 114
2023
Q3 		$565K Hold
12,980
– – 0.27% 92
2023
Q2 		$549K Buy
12,980
+270
+2% +$8.96K 0.26% 89
2023
Q1 		$353K Buy
+12,710
New +$275K 0.17% 99
2022
Q3 		– Sell
-13,440
Closed -$204K – 115
2022
Q2 		$204K Buy
13,440
+890
+7% +$16.8K 0.12% 109
2022
Q1 		$342K Buy
12,550
+240
+2% +$6.02K 0.18% 95
2021
Q4 		$362K Buy
+12,310
New +$339K 0.17% 93
2021
Q2 		$246K Hold
12,320
– – 0.13% 101
2021
Q1 		$164K Buy
+12,320
New +$166K 0.1% 113
2020
Q3 		$117K Hold
12,320
– – 0.09% 103
2020
Q2 		$117K Buy
12,320
+9,520
+340% +$77K 0.09% 103
2020
Q1 		$16.2K Buy
+2,800
New +$17.7K 0.02% 168
2019
Q4 		– Sell
-5,800
Closed -$25K – 192
2019
Q3 		$25K Buy
5,800
+1,200
+26% +$5.05K 0.03% 133
2019
Q2 		$19K Buy
4,600
+200
+5% +$829 0.02% 163
2019
Q1 		$20K Sell
4,400
-173,000
-98% -$671K 0.02% 156
2018
Q4 		$592K Buy
177,400
+174,600
+6,236% +$835K 0.57% 60
2018
Q3 		$19.7K Hold
2,800
– – 0.02% 169
2018
Q2 		$16.6K Hold
2,800
– – 0.02% 177
2018
Q1 		$16.2K Buy
+2,800
New +$16.4K 0.02% 168

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

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

Elmwood Wealth Management increased its NVIDIA (NVDA) stake by 1.2% in Q2 2026, buying an estimated $91.9K and bringing the position to 38,530 shares worth $7.71M. The position accounts for 1.93% of the portfolio, ranked #11.

Elmwood Wealth Management first reported a position in NVDA in Q1 2018 and has held it in 28 quarters since. 1,080 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Elmwood Wealth Management held 38,530 shares of NVIDIA worth $7.71M as of Q2 2026.
  • Elmwood Wealth Management bought 447 NVIDIA shares in Q2 2026, an estimated $91.9K.
  • NVIDIA made up 1.93% of Elmwood Wealth Management's portfolio in Q2 2026, its #11 holding.
  • Elmwood Wealth Management first reported a position in NVIDIA in Q1 2018 and has held it in 28 quarters since.
  • 1,080 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

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