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Forza Wealth Management’s NVIDIA NVDA Stock Holding History

Forza 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 		$200K Sell
1,002
-475
-32% -$97.7K 0.06% 194
2026
Q1 		$258K Buy
1,477
+277
+23% +$50.8K 0.09% 173
2025
Q4 		$224K Hold
1,200
– – 0.08% 179
2025
Q3 		$224K Buy
+1,200
New +$209K 0.09% 181

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
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
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

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

Forza Wealth Management reduced its NVIDIA (NVDA) stake by 32% in Q2 2026, selling an estimated $97.7K and leaving 1,002 shares worth $200K. The position accounts for 0.06% of the portfolio, ranked #194.

Forza Wealth Management first reported a position in NVDA in Q3 2025 and has held it in 4 quarters since. The position peaked at $258K in Q1 2026. 1,329 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Forza Wealth Management held 1,002 shares of NVIDIA worth $200K as of Q2 2026.
  • Forza Wealth Management sold 475 NVIDIA shares in Q2 2026, an estimated $97.7K.
  • NVIDIA made up 0.06% of Forza Wealth Management's portfolio in Q2 2026, its #194 holding.
  • Forza Wealth Management first reported a position in NVIDIA in Q3 2025 and has held it in 4 quarters since.
  • Forza Wealth Management's NVIDIA position peaked at $258K in Q1 2026.
  • 1,329 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Forza Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.