Forza Wealth Management
NVDA icon

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
Q3 		$571K Buy
2,500
+1,498
+150% +$321K 0.17% 124
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

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Donor Advised Charitable Giving
Donor Advised Charitable Giving San Francisco, California $5.16B AUM 22.24% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

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

Forza Wealth Management increased its NVIDIA (NVDA) stake by 150% in Q3 2026, buying an estimated $321K and bringing the position to 2,500 shares worth $571K. The position accounts for 0.17% of the portfolio, ranked #124.

Forza Wealth Management first reported a position in NVDA in Q3 2025 and has held it in 5 quarters since. 2,736 funds tracked by Wall St. Rank hold NVDA as of Q3 2026.

  • Forza Wealth Management held 2,500 shares of NVIDIA worth $571K as of Q3 2026.
  • Forza Wealth Management bought 1,498 NVIDIA shares in Q3 2026, an estimated $321K.
  • NVIDIA made up 0.17% of Forza Wealth Management's portfolio in Q3 2026, its #124 holding.
  • Forza Wealth Management first reported a position in NVIDIA in Q3 2025 and has held it in 5 quarters since.
  • 2,736 funds tracked by Wall St. Rank held NVIDIA as of Q3 2026.

Based on Forza Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.