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Financial Synergies Wealth Advisors’s NVIDIA NVDA Stock Holding History

Financial Synergies 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 		$2M Buy
10,004
+1,286
+15% +$264K 0.17% 50
2026
Q1 		$1.52M Buy
8,718
+1,304
+18% +$239K 0.15% 54
2025
Q4 		$1.38M Buy
7,414
+614
+9% +$114K 0.13% 49
2025
Q3 		$1.27M Sell
6,800
-33
-0.5% -$5.75K 0.13% 46
2025
Q2 		$1.08M Buy
6,833
+2,806
+70% +$353K 0.12% 48
2025
Q1 		$436K Buy
4,027
+771
+24% +$97.7K 0.05% 57
2024
Q4 		$437K Sell
3,256
-785
-19% -$108K 0.05% 57
2024
Q3 		$491K Buy
4,041
+630
+18% +$74.4K 0.06% 57
2024
Q2 		$421K Buy
3,411
+461
+16% +$46.6K 0.06% 57
2024
Q1 		$267K Buy
2,950
+20
+0.7% +$1.45K 0.04% 64
2023
Q4 		$42.8K Sell
2,930
-20
-0.7% -$927 0.01% 99
2023
Q3 		$128K Hold
2,950
– – 0.02% 79
2023
Q2 		$125K Hold
2,950
– – 0.02% 79
2023
Q1 		$81.9K Buy
2,950
+20
+0.7% +$433 0.01% 91
2022
Q4 		$42.8K Buy
2,930
+70
+2% +$1.03K 0.01% 99
2022
Q3 		$34.7K Buy
2,860
+1,000
+54% +$15.8K 0.01% 104
2022
Q2 		$28.2K Buy
+1,860
New +$35.1K ﹤0.01% 125

Other funds holding NVDA

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
DACG
Donor Advised Charitable Giving San Francisco, California $4.49B AUM 26.39% 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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Financial Synergies Wealth Advisors's NVDA Position: Q2 2026 in Review

Financial Synergies Wealth Advisors increased its NVIDIA (NVDA) stake by 15% in Q2 2026, buying an estimated $264K and bringing the position to 10,004 shares worth $2M. The position accounts for 0.17% of the portfolio, ranked #50.

Financial Synergies Wealth Advisors first reported a position in NVDA in Q2 2022 and has held it in 17 quarters since. 2,502 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Financial Synergies Wealth Advisors held 10,004 shares of NVIDIA worth $2M as of Q2 2026.
  • Financial Synergies Wealth Advisors bought 1,286 NVIDIA shares in Q2 2026, an estimated $264K.
  • NVIDIA made up 0.17% of Financial Synergies Wealth Advisors's portfolio in Q2 2026, its #50 holding.
  • Financial Synergies Wealth Advisors first reported a position in NVIDIA in Q2 2022 and has held it in 17 quarters since.
  • 2,502 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.