Encompass Wealth Advisors
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Encompass Wealth Advisors’s NVIDIA NVDA Stock Holding History

Encompass Wealth Advisors’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 		$6.51M Buy
28,498
+14,905
+110% +$3.2M 0.96% 22
2026
Q2 		$2.72M Sell
13,593
-3,450
-20% -$709K 0.83% 25
2026
Q1 		$2.97M Sell
17,043
-23
-0.1% -$4.22K 1.03% 24
2025
Q4 		$3.18M Buy
17,066
+2,881
+20% +$536K 1.08% 22
2025
Q3 		$2.65M Buy
14,185
+342
+2% +$59.6K 0.9% 24
2025
Q2 		$2.19M Buy
13,843
+1,358
+11% +$171K 0.8% 26
2025
Q1 		$1.35M Buy
12,485
+182
+1% +$23.1K 0.55% 31
2024
Q4 		$1.65M Sell
12,303
-7,002
-36% -$965K 0.67% 28
2024
Q3 		$2.34M Sell
19,305
-501
-3% -$59.2K 0.59% 34
2024
Q2 		$2.45M Buy
19,806
+7,196
+57% +$728K 0.65% 28
2024
Q1 		$1.14M Buy
12,610
+3,380
+37% +$245K 0.3% 73
2023
Q4 		$457K Buy
9,230
+1,000
+12% +$46.3K 0.14% 134
2023
Q3 		$358K Buy
+8,230
New +$369K 0.12% 145

Other funds holding NVDA

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Donor Advised Charitable Giving
Donor Advised Charitable Giving San Francisco, California $5.16B AUM 22.24% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Encompass Wealth Advisors's NVDA Position: Q3 2026 in Review

Encompass Wealth Advisors increased its NVIDIA (NVDA) stake by 110% in Q3 2026, buying an estimated $3.2M and bringing the position to 28,498 shares worth $6.51M. The position accounts for 0.96% of the portfolio, ranked #22.

Encompass Wealth Advisors first reported a position in NVDA in Q3 2023 and has held it in 13 quarters since. 2,736 funds tracked by Wall St. Rank hold NVDA as of Q3 2026.

  • Encompass Wealth Advisors held 28,498 shares of NVIDIA worth $6.51M as of Q3 2026.
  • Encompass Wealth Advisors bought 14,905 NVIDIA shares in Q3 2026, an estimated $3.2M.
  • NVIDIA made up 0.96% of Encompass Wealth Advisors's portfolio in Q3 2026, its #22 holding.
  • Encompass Wealth Advisors first reported a position in NVIDIA in Q3 2023 and has held it in 13 quarters since.
  • 2,736 funds tracked by Wall St. Rank held NVIDIA as of Q3 2026.

Based on Encompass Wealth Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.