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Financial Perspectives’s NVIDIA NVDA Stock Holding History

Financial Perspectives’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 		$8.93M Sell
44,608
-467
-1% -$96K 2.17% 14
2026
Q1 		$7.86M Buy
45,075
+24
+0.1% +$4.4K 2.19% 15
2025
Q4 		$8.4M Sell
45,051
-148
-0.3% -$27.5K 2.26% 15
2025
Q3 		$8.43M Sell
45,199
-578
-1% -$101K 2.34% 14
2025
Q2 		$7.23M Sell
45,777
-181
-0.4% -$22.8K 2.19% 14
2025
Q1 		$4.98M Buy
45,958
+1,265
+3% +$160K 1.71% 15
2024
Q4 		$6M Buy
44,693
+27
+0.1% +$3.72K 2.02% 14
2024
Q3 		$5.42M Buy
44,666
+3,699
+9% +$437K 1.88% 15
2024
Q2 		$5.06M Buy
40,967
+87
+0.2% +$8.8K 1.87% 14
2024
Q1 		$3.69M Sell
40,880
-7,570
-16% -$549K 1.4% 18
2023
Q4 		$2.4M Buy
48,450
+70
+0.1% +$3.24K 0.97% 23
2023
Q3 		$2.1M Sell
48,380
-90
-0.2% -$4.03K 0.96% 23
2023
Q2 		$2.05M Hold
48,470
– – 0.9% 23
2023
Q1 		$1.35M Hold
48,470
– – 0.64% 32
2022
Q4 		$708K Sell
48,470
-1,230
-2% -$18K 0.36% 49
2022
Q3 		$603K Buy
49,700
+6,750
+16% +$107K 0.34% 49
2022
Q2 		$651K Hold
42,950
– – 0.37% 46
2022
Q1 		$1.17M Buy
42,950
+1,300
+3% +$32.6K 0.55% 29
2021
Q4 		$1.23M Buy
41,650
+330
+0.8% +$9.08K 0.58% 32
2021
Q3 		$856K Hold
41,320
– – 0.43% 42
2021
Q2 		$827K Sell
41,320
-21,980,320
-100% -$352M 0.4% 42
2021
Q1 		$1.03M Buy
22,021,640
+21,982,720
+56,482% +$295M 0.05% 205
2020
Q4 		$508K Buy
38,920
+20,360
+110% +$273K 0.29% 57
2020
Q3 		$251K Buy
18,560
+4,800
+35% +$55.9K 0.17% 85
2020
Q2 		$131K Hold
13,760
– – 0.09% 122
2020
Q1 		$90.7K Hold
13,760
– – 0.07% 121
2019
Q4 		$81K Buy
+13,760
New +$71.6K 0.06% 141

Other funds holding NVDA

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
DACG
Donor Advised Charitable Giving San Francisco, California $4.49B AUM 26.39% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Financial Perspectives's NVDA Position: Q2 2026 in Review

Financial Perspectives reduced its NVIDIA (NVDA) stake by 1% in Q2 2026, selling an estimated $96K and leaving 44,608 shares worth $8.93M. The position accounts for 2.17% of the portfolio, ranked #14.

Financial Perspectives first reported a position in NVDA in Q4 2019 and has held it in 27 quarters since. 2,916 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Financial Perspectives held 44,608 shares of NVIDIA worth $8.93M as of Q2 2026.
  • Financial Perspectives sold 467 NVIDIA shares in Q2 2026, an estimated $96K.
  • NVIDIA made up 2.17% of Financial Perspectives's portfolio in Q2 2026, its #14 holding.
  • Financial Perspectives first reported a position in NVIDIA in Q4 2019 and has held it in 27 quarters since.
  • 2,916 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.