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Fidato Wealth’s NVIDIA NVDA Stock Holding History

Fidato Wealth’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 		$1.05M Buy
+4,584
New +$983K 0.57% 10
2025
Q2 		– Sell
-4,589
Closed -$497K – 23
2025
Q1 		$497K Buy
+4,589
New +$582K 0.38% 13

Other funds holding NVDA

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Fidato Wealth's NVDA Position: Q3 2026 in Review

Fidato Wealth opened a new position in NVIDIA (NVDA) in Q3 2026: 4,584 shares worth $1.05M. The stake represents 0.57% of the portfolio and ranks #10 among its holdings. This is a return to the name: Fidato Wealth previously reported a position in NVDA as recently as Q1 2025.

Fidato Wealth first reported a position in NVDA in Q1 2025 and has held it in 2 quarters since. 603 funds tracked by Wall St. Rank hold NVDA as of Q3 2026.

  • Fidato Wealth held 4,584 shares of NVIDIA worth $1.05M as of Q3 2026.
  • NVIDIA was a new Fidato Wealth position in Q3 2026.
  • NVIDIA made up 0.57% of Fidato Wealth's portfolio in Q3 2026, its #10 holding.
  • Fidato Wealth first reported a position in NVIDIA in Q1 2025 and has held it in 2 quarters since.
  • 603 funds tracked by Wall St. Rank held NVIDIA as of Q3 2026.

Based on Fidato Wealth's 13F filing for Q3 2026, filed 13 Oct 2026.