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EverSource Wealth Advisors’s NVIDIA NVDA Stock Holding History

EverSource 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
Q2 		$48.5M Sell
242,540
-31,000
-11% -$6.37M 1.63% 8
2026
Q1 		$47.7M Buy
273,540
+33,255
+14% +$6.1M 1.45% 8
2025
Q4 		$44.8M Buy
240,285
+2,913
+1% +$542K 1.65% 8
2025
Q3 		$44.3M Buy
237,372
+4,594
+2% +$801K 1.75% 6
2025
Q2 		$36.8M Buy
232,778
+30,776
+15% +$3.87M 1.66% 5
2025
Q1 		$21.9M Buy
202,002
+26,367
+15% +$3.34M 1.2% 15
2024
Q4 		$23.6M Buy
175,635
+9,935
+6% +$1.37M 1.33% 11
2024
Q3 		$20.1M Buy
165,700
+3,603
+2% +$426K 1.27% 13
2024
Q2 		$19M Buy
162,097
+20,207
+14% +$2.04M 1.26% 13
2024
Q1 		$12.3M Buy
141,890
+17,850
+14% +$1.29M 0.96% 23
2023
Q4 		$6.14M Buy
124,040
+10,600
+9% +$491K 0.56% 43
2023
Q3 		$4.93M Buy
113,440
+2,470
+2% +$111K 0.52% 46
2023
Q2 		$4.69M Buy
110,970
+10,730
+11% +$356K 0.52% 45
2023
Q1 		$2.78M Buy
100,240
+46,820
+88% +$1.01M 0.35% 75
2022
Q4 		$781K Sell
53,420
-16,930
-24% -$248K 0.12% 141
2022
Q3 		$854K Buy
70,350
+38,150
+118% +$603K 0.2% 100
2022
Q2 		$489K Buy
32,200
+15,600
+94% +$294K 0.13% 150
2022
Q1 		$453K Buy
16,600
+2,100
+14% +$52.7K 0.11% 163
2021
Q4 		$427K Buy
+14,500
New +$399K 0.12% 135

Other funds holding NVDA

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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 Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
DACG
Donor Advised Charitable Giving San Francisco, California $4.49B AUM 26.39% 1-Year Est. Return

EverSource Wealth Advisors's NVDA Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its NVIDIA (NVDA) stake by 11% in Q2 2026, selling an estimated $6.37M and leaving 242,540 shares worth $48.5M. The position accounts for 1.63% of the portfolio, ranked #8.

EverSource Wealth Advisors first reported a position in NVDA in Q4 2021 and has held it in 19 quarters since. 3,072 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • EverSource Wealth Advisors held 242,540 shares of NVIDIA worth $48.5M as of Q2 2026.
  • EverSource Wealth Advisors sold 31,000 NVIDIA shares in Q2 2026, an estimated $6.37M.
  • NVIDIA made up 1.63% of EverSource Wealth Advisors's portfolio in Q2 2026, its #8 holding.
  • EverSource Wealth Advisors first reported a position in NVIDIA in Q4 2021 and has held it in 19 quarters since.
  • 3,072 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.