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Forteris Wealth Management’s NVIDIA NVDA Stock Holding History

Forteris 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
Q2 		$261K Buy
+1,305
New +$268K 0.21% 66

Other funds holding NVDA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Forteris Wealth Management's NVDA Position: Q2 2026 in Review

Forteris Wealth Management opened a new position in NVIDIA (NVDA) in Q2 2026: 1,305 shares worth $261K. The stake represents 0.21% of the portfolio and ranks #66 among its holdings.

3,905 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Forteris Wealth Management held 1,305 shares of NVIDIA worth $261K as of Q2 2026.
  • NVIDIA was a new Forteris Wealth Management position in Q2 2026.
  • NVIDIA made up 0.21% of Forteris Wealth Management's portfolio in Q2 2026, its #66 holding.
  • 3,905 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Forteris Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.