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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
Q3 		$10.3M Buy
45,109
+501
+1% +$107K 2.39% 10
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 Buy
41,320
+80
+0.2% +$1.28K 0.4% 42
2021
Q1 		$551K Buy
41,240
+2,320
+6% +$31.2K 0.29% 58
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Financial Perspectives's NVDA Position: Q3 2026 in Review

Financial Perspectives increased its NVIDIA (NVDA) stake by 1.1% in Q3 2026, buying an estimated $107K and bringing the position to 45,109 shares worth $10.3M. The position accounts for 2.39% of the portfolio, ranked #10.

Financial Perspectives first reported a position in NVDA in Q4 2019 and has held it in 28 quarters since. 4,182 funds tracked by Wall St. Rank hold NVDA as of Q3 2026.

  • Financial Perspectives held 45,109 shares of NVIDIA worth $10.3M as of Q3 2026.
  • Financial Perspectives bought 501 NVIDIA shares in Q3 2026, an estimated $107K.
  • NVIDIA made up 2.39% of Financial Perspectives's portfolio in Q3 2026, its #10 holding.
  • Financial Perspectives first reported a position in NVIDIA in Q4 2019 and has held it in 28 quarters since.
  • 4,182 funds tracked by Wall St. Rank held NVIDIA as of Q3 2026.

Based on Financial Perspectives's 13F filing for Q3 2026, filed 3 Nov 2026.