GA
NVDA icon

GoalVest Advisory’s NVIDIA NVDA Stock Holding History

GoalVest 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 		$4.38M Sell
21,878
-21,004
-49% -$4.32M 0.81% 18
2026
Q1 		$7.48M Buy
42,882
+5,236
+14% +$961K 1.46% 11
2025
Q4 		$7.02M Sell
37,646
-486
-1% -$90.5K 1.34% 12
2025
Q3 		$7.11M Buy
38,132
+315
+0.8% +$54.9K 1.51% 10
2025
Q2 		$5.97M Buy
37,817
+2,337
+7% +$294K 1.48% 11
2025
Q1 		$3.85M Buy
35,480
+9,513
+37% +$1.21M 1.06% 15
2024
Q4 		$3.49M Sell
25,967
-2,181
-8% -$301K 0.96% 14
2024
Q3 		$3.42M Buy
28,148
+880
+3% +$104K 0.98% 12
2024
Q2 		$3.37M Buy
27,268
+898
+3% +$90.8K 1.08% 10
2024
Q1 		$2.38M Buy
26,370
+21,660
+460% +$1.57M 0.79% 16
2023
Q4 		$233K Buy
4,710
+1,140
+32% +$52.8K 0.1% 61
2023
Q3 		$155K Buy
3,570
+1,620
+83% +$72.6K 0.08% 81
2023
Q2 		$82.5K Hold
1,950
– – 0.04% 109
2023
Q1 		$54.2K Hold
1,950
– – 0.03% 114
2022
Q4 		$28.5K Buy
1,950
+1,080
+124% +$15.8K 0.02% 143
2022
Q3 		$11K Sell
870
-30,420
-97% -$481K 0.01% 183
2022
Q2 		$468K Buy
31,290
+980
+3% +$18.5K 0.3% 95
2022
Q1 		$827K Buy
+30,310
New +$760K 0.47% 61
2021
Q2 		$372K Sell
18,600
-14,360
-44% -$230K 0.23% 98
2021
Q1 		$440K Sell
32,960
-2,720
-8% -$36.6K 0.33% 90
2020
Q4 		$466K Buy
+35,680
New +$478K 0.39% 76

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
P
PensionDanmark Copenhagen O, Denmark $12B AUM

GoalVest Advisory's NVDA Position: Q2 2026 in Review

GoalVest Advisory reduced its NVIDIA (NVDA) stake by 49% in Q2 2026, selling an estimated $4.32M and leaving 21,878 shares worth $4.38M. The position accounts for 0.81% of the portfolio, ranked #18.

GoalVest Advisory first reported a position in NVDA in Q4 2020 and has held it in 21 quarters since. The position peaked at $7.48M in Q1 2026. 1,080 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • GoalVest Advisory held 21,878 shares of NVIDIA worth $4.38M as of Q2 2026.
  • GoalVest Advisory sold 21,004 NVIDIA shares in Q2 2026, an estimated $4.32M.
  • NVIDIA made up 0.81% of GoalVest Advisory's portfolio in Q2 2026, its #18 holding.
  • GoalVest Advisory first reported a position in NVIDIA in Q4 2020 and has held it in 21 quarters since.
  • GoalVest Advisory's NVIDIA position peaked at $7.48M in Q1 2026.
  • 1,080 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.