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GoalFusion Wealth Management’s NVIDIA NVDA Stock Holding History

GoalFusion 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 		$2.42M Buy
12,074
+1,482
+14% +$305K 0.98% 13
2026
Q1 		$1.85M Buy
10,592
+756
+8% +$139K 0.84% 13
2025
Q4 		$1.83M Buy
9,836
+3,788
+63% +$705K 0.85% 13
2025
Q3 		$1.13M Buy
6,048
+353
+6% +$61.5K 0.54% 13
2025
Q2 		$900K Buy
5,695
+37
+0.7% +$4.66K 0.46% 14
2025
Q1 		$613K Buy
5,658
+200
+4% +$25.3K 0.34% 14
2024
Q4 		$733K Buy
5,458
+250
+5% +$34.5K 0.4% 15
2024
Q3 		$633K Sell
5,208
-375
-7% -$44.3K 0.35% 15
2024
Q2 		$690K Sell
5,583
-577
-9% -$58.3K 0.43% 15
2024
Q1 		$557K Buy
6,160
+30
+0.5% +$2.17K 0.35% 16
2023
Q4 		$304K Hold
6,130
– – 0.21% 23
2023
Q3 		$267K Hold
6,130
– – 0.2% 24
2023
Q2 		$259K Buy
+6,130
New +$204K 0.19% 23

Other funds holding NVDA

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

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

GoalFusion Wealth Management increased its NVIDIA (NVDA) stake by 14% in Q2 2026, buying an estimated $305K and bringing the position to 12,074 shares worth $2.42M. The position accounts for 0.98% of the portfolio, ranked #13.

GoalFusion Wealth Management first reported a position in NVDA in Q2 2023 and has held it in 13 quarters since. 1,228 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • GoalFusion Wealth Management held 12,074 shares of NVIDIA worth $2.42M as of Q2 2026.
  • GoalFusion Wealth Management bought 1,482 NVIDIA shares in Q2 2026, an estimated $305K.
  • NVIDIA made up 0.98% of GoalFusion Wealth Management's portfolio in Q2 2026, its #13 holding.
  • GoalFusion Wealth Management first reported a position in NVIDIA in Q2 2023 and has held it in 13 quarters since.
  • 1,228 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on GoalFusion Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.