Forthright Family Wealth Advisory’s NVIDIA NVDA Stock Holding History

Forthright Family Wealth Advisory’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	$526K	Buy	2,627 +2,332	+791%	+$479K	0.3%	35
2026 Q1	$267K	Sell	295 -2,204	-88%	-$404K	0.18%	51
2025 Q4	$466K	Sell	2,499 -2,159	-46%	-$402K	0.29%	34
2025 Q3	$869K	Sell	4,658 -11	-0.2%	-$1.92K	0.53%	30
2025 Q2	$738K	Buy	4,669 +1,129	+32%	+$142K	0.47%	31
2025 Q1	$384K	Sell	3,540 -479	-12%	-$60.7K	0.25%	39
2024 Q4	$540K	Sell	4,019 -12	-0.3%	-$1.65K	0.35%	35
2024 Q3	$574K	Buy	4,031 +54	+1%	+$6.38K	0.37%	33
2024 Q2	$491K	Buy	3,977 +1,027	+35%	+$104K	0.32%	44
2024 Q1	$267K	Buy	+2,950	New	+$214K	0.18%	51

Other funds holding NVDA

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Forthright Family Wealth Advisory's NVDA Position: Q2 2026 in Review

Forthright Family Wealth Advisory increased its NVIDIA (NVDA) stake by 791% in Q2 2026, buying an estimated $479K and bringing the position to 2,627 shares worth $526K. The position accounts for 0.3% of the portfolio, ranked #35.

Forthright Family Wealth Advisory first reported a position in NVDA in Q1 2024 and has held it in 10 quarters since. The position peaked at $869K in Q3 2025. 2,035 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

Forthright Family Wealth Advisory held 2,627 shares of NVIDIA worth $526K as of Q2 2026.
Forthright Family Wealth Advisory bought 2,332 NVIDIA shares in Q2 2026, an estimated $479K.
NVIDIA made up 0.3% of Forthright Family Wealth Advisory's portfolio in Q2 2026, its #35 holding.
Forthright Family Wealth Advisory first reported a position in NVIDIA in Q1 2024 and has held it in 10 quarters since.
Forthright Family Wealth Advisory's NVIDIA position peaked at $869K in Q3 2025.
2,035 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Forthright Family Wealth Advisory's 13F filing for Q2 2026, filed 16 Jul 2026.