FORM Wealth Advisors
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FORM Wealth Advisors’s NVIDIA NVDA Stock Holding History

FORM 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
Q3 		$398K Buy
1,741
+152
+10% +$32.6K 0.04% 42
2026
Q2 		$318K Sell
1,589
-49
-3% -$10.1K 0.04% 46
2026
Q1 		$286K Sell
1,638
-48
-3% -$8.81K 0.03% 49
2025
Q4 		$314K Buy
+1,686
New +$314K 0.04% 45
2025
Q2 		$214K Buy
+1,356
New +$171K 0.03% 62

Other funds holding NVDA

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

FORM Wealth Advisors's NVDA Position: Q3 2026 in Review

FORM Wealth Advisors increased its NVIDIA (NVDA) stake by 9.6% in Q3 2026, buying an estimated $32.6K and bringing the position to 1,741 shares worth $398K. The position accounts for 0.04% of the portfolio, ranked #42.

FORM Wealth Advisors first reported a position in NVDA in Q2 2025 and has held it in 5 quarters since. 2,172 funds tracked by Wall St. Rank hold NVDA as of Q3 2026.

  • FORM Wealth Advisors held 1,741 shares of NVIDIA worth $398K as of Q3 2026.
  • FORM Wealth Advisors bought 152 NVIDIA shares in Q3 2026, an estimated $32.6K.
  • NVIDIA made up 0.04% of FORM Wealth Advisors's portfolio in Q3 2026, its #42 holding.
  • FORM Wealth Advisors first reported a position in NVIDIA in Q2 2025 and has held it in 5 quarters since.
  • 2,172 funds tracked by Wall St. Rank held NVIDIA as of Q3 2026.

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