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FSM Wealth Advisors’s NVIDIA NVDA Stock Holding History

FSM 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
Q2 		$17.8M Buy
88,997
+9,031
+11% +$1.86M 1.9% 18
2026
Q1 		$13.9M Buy
79,966
+5,851
+8% +$1.07M 1.79% 17
2025
Q4 		$13.8M Buy
74,115
+2,779
+4% +$517K 1.89% 17
2025
Q3 		$13.3M Buy
71,336
+7,485
+12% +$1.3M 1.88% 16
2025
Q2 		$10.1M Buy
63,851
+5,118
+9% +$644K 1.64% 18
2025
Q1 		$6.37M Buy
58,733
+7,818
+15% +$991K 1.43% 20
2024
Q4 		$6.8M Buy
50,915
+3,775
+8% +$520K 1.66% 19
2024
Q3 		$5.72M Buy
47,140
+6,318
+15% +$746K 1.52% 20
2024
Q2 		$5.04M Buy
40,822
+592
+1% +$59.9K 1.69% 19
2024
Q1 		$3.64M Sell
40,230
-700
-2% -$50.7K 1.29% 23
2023
Q4 		$2.03M Sell
40,930
-380
-0.9% -$17.6K 0.86% 28
2023
Q3 		$1.8M Sell
41,310
-1,890
-4% -$84.7K 0.9% 30
2023
Q2 		$1.83M Sell
43,200
-1,270
-3% -$42.2K 0.92% 27
2023
Q1 		$1.24M Buy
44,470
+3,070
+7% +$66.4K 0.72% 37
2022
Q4 		$605K Buy
41,400
+1,330
+3% +$19.5K 0.43% 60
2022
Q3 		$486K Buy
+40,070
New +$633K 0.4% 67

Other funds holding NVDA

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
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

FSM Wealth Advisors's NVDA Position: Q2 2026 in Review

FSM Wealth Advisors increased its NVIDIA (NVDA) stake by 11% in Q2 2026, buying an estimated $1.86M and bringing the position to 88,997 shares worth $17.8M. The position accounts for 1.9% of the portfolio, ranked #18.

FSM Wealth Advisors first reported a position in NVDA in Q3 2022 and has held it in 16 quarters since. 3,246 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • FSM Wealth Advisors held 88,997 shares of NVIDIA worth $17.8M as of Q2 2026.
  • FSM Wealth Advisors bought 9,031 NVIDIA shares in Q2 2026, an estimated $1.86M.
  • NVIDIA made up 1.9% of FSM Wealth Advisors's portfolio in Q2 2026, its #18 holding.
  • FSM Wealth Advisors first reported a position in NVIDIA in Q3 2022 and has held it in 16 quarters since.
  • 3,246 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on FSM Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.