Finer Wealth Management
NVDA icon

Finer Wealth Management’s NVIDIA NVDA Stock Holding History

Finer Wealth Management’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 		$18.3M Sell
80,029
-1,584
-2% -$340K 7.23% 2
2026
Q2 		$16.3M Sell
81,613
-1,157
-1% -$238K 7.3% 2
2026
Q1 		$14.4M Sell
82,770
-1,076
-1% -$197K 7.24% 2
2025
Q4 		$15.6M Sell
83,846
-1,636
-2% -$305K 7.57% 3
2025
Q3 		$15.9M Sell
85,482
-292
-0.3% -$50.9K 7.95% 2
2025
Q2 		$13.6M Buy
85,774
+586
+0.7% +$73.7K 7.24% 3
2025
Q1 		$9.23M Buy
85,188
+4,946
+6% +$627K 5.53% 4
2024
Q4 		$10.8M Sell
80,242
-968
-1% -$133K 6.18% 4
2024
Q3 		$9.9M Buy
81,210
+1,760
+2% +$208K 6.09% 4
2024
Q2 		$9.8M Buy
79,450
+4,660
+6% +$471K 6.33% 4
2024
Q1 		$6.76M Buy
74,790
+5,710
+8% +$414K 4.44% 5
2023
Q4 		$3.42M Sell
69,080
-5,800
-8% -$269K 2.55% 10
2023
Q3 		$3.26M Buy
74,880
+1,410
+2% +$63.2K 2.6% 9
2023
Q2 		$3.11M Buy
73,470
+2,570
+4% +$85.3K 2.43% 10
2023
Q1 		$1.97M Buy
70,900
+7,130
+11% +$154K 1.66% 24
2022
Q4 		$932K Buy
63,770
+4,150
+7% +$60.9K 0.87% 32
2022
Q3 		$724K Buy
59,620
+1,180
+2% +$18.7K 0.71% 38
2022
Q2 		$886K Buy
58,440
+3,880
+7% +$73.2K 0.81% 36
2022
Q1 		$1.49M Buy
54,560
+10,660
+24% +$267K 1.22% 27
2021
Q4 		$1.29M Buy
+43,900
New +$1.21M 1.07% 30

Other funds holding NVDA

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
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
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Finer Wealth Management's NVDA Position: Q3 2026 in Review

Finer Wealth Management reduced its NVIDIA (NVDA) stake by 1.9% in Q3 2026, selling an estimated $340K and leaving 80,029 shares worth $18.3M. The position accounts for 7.23% of the portfolio, ranked #2.

Finer Wealth Management first reported a position in NVDA in Q4 2021 and has held it in 20 quarters since. 3,682 funds tracked by Wall St. Rank hold NVDA as of Q3 2026.

  • Finer Wealth Management held 80,029 shares of NVIDIA worth $18.3M as of Q3 2026.
  • Finer Wealth Management sold 1,584 NVIDIA shares in Q3 2026, an estimated $340K.
  • NVIDIA made up 7.23% of Finer Wealth Management's portfolio in Q3 2026, its #2 holding.
  • Finer Wealth Management first reported a position in NVIDIA in Q4 2021 and has held it in 20 quarters since.
  • 3,682 funds tracked by Wall St. Rank held NVIDIA as of Q3 2026.

Based on Finer Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.