Gradient Investments’s NVIDIA NVDA Stock Holding History

Gradient Investments’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	$192M	Buy	960,223 +218,677	+29%	+$45M	2.65%	2
2026 Q1	$129M	Sell	741,546 -30,068	-4%	-$5.52M	2%	4
2025 Q4	$144M	Sell	771,614 -20,892	-3%	-$3.89M	2.28%	3
2025 Q3	$148M	Buy	792,506 +20,500	+3%	+$3.57M	2.47%	2
2025 Q2	$122M	Sell	772,006 -30,370	-4%	-$3.82M	2.23%	3
2025 Q1	$87M	Buy	802,376 +149,784	+23%	+$19M	1.75%	8
2024 Q4	$87.6M	Buy	652,592 +50,866	+8%	+$7.01M	1.77%	12
2024 Q3	$73.1M	Buy	601,726 +77,134	+15%	+$9.11M	1.52%	14
2024 Q2	$64.8M	Sell	524,592 -32,938	-6%	-$3.33M	1.46%	16
2024 Q1	$50.4M	Sell	557,530 -2,240	-0.4%	-$162K	1.17%	19
2023 Q4	$27.7M	Buy	559,770 +69,850	+14%	+$3.24M	0.67%	41
2023 Q3	$21.3M	Buy	489,920 +13,410	+3%	+$601K	0.56%	51
2023 Q2	$20.2M	Sell	476,510 -198,820	-29%	-$6.6M	0.52%	52
2023 Q1	$18.8M	Sell	675,330 -101,710	-13%	-$2.2M	0.51%	51
2022 Q4	$11.4M	Sell	777,040 -88,190	-10%	-$1.29M	0.36%	95
2022 Q3	$10.5M	Buy	865,230 +55,080	+7%	+$871K	0.32%	98
2022 Q2	$12.3M	Buy	810,150 +76,610	+10%	+$1.45M	0.36%	74
2022 Q1	$20M	Buy	733,540 +713,890	+3,633%	+$17.9M	0.51%	42
2021 Q4	$578K	Buy	19,650 +7,270	+59%	+$200K	0.01%	195
2021 Q3	$256K	Buy	12,380 +300	+2%	+$6.23K	0.01%	261
2021 Q2	$241K	Sell	12,080 -840	-7%	-$13.5K	0.01%	263
2021 Q1	$172K	Buy	12,920 +440	+4%	+$5.91K	0.01%	303
2020 Q4	$169K	Hold	12,480	–	–	0.01%	270
2020 Q3	$169K	Buy	12,480 +4,440	+55%	+$51.7K	0.01%	270
2020 Q2	$76K	Sell	8,040 -7,200	-47%	-$58.3K	﹤0.01%	329
2020 Q1	$100K	Buy	15,240 +2,360	+18%	+$14.9K	0.01%	274
2019 Q4	$76K	Buy	12,880 +4,560	+55%	+$23.7K	﹤0.01%	335
2019 Q3	$36K	Sell	8,320 -3,480	-29%	-$14.6K	﹤0.01%	433
2019 Q2	$48K	Buy	11,800 +1,480	+14%	+$6.13K	﹤0.01%	386
2019 Q1	$46K	Sell	10,320 -16,160	-61%	-$62.7K	﹤0.01%	347
2018 Q4	$88K	Buy	26,480 +21,400	+421%	+$102K	0.01%	277
2018 Q3	$36K	Sell	5,080 -1,920	-27%	-$12.5K	﹤0.01%	406
2018 Q2	$41K	Sell	7,000 -440	-6%	-$2.67K	﹤0.01%	365
2018 Q1	$43K	Sell	7,440 -240	-3%	-$1.41K	﹤0.01%	362
2017 Q4	$37K	Buy	+7,680	New	+$38.1K	﹤0.01%	389
2017 Q3	–	Sell	-3,280	Closed	-$12K	–	549
2017 Q2	$12K	Buy	3,280 +40	+1%	+$127	﹤0.01%	454
2017 Q1	$9K	Buy	3,240 +2,280	+238%	+$6.07K	﹤0.01%	531
2016 Q4	$3K	Sell	960 -3,440	-78%	-$7.19K	﹤0.01%	600
2016 Q3	$8K	Hold	4,400	–	–	﹤0.01%	486
2016 Q2	$5K	Buy	+4,400	New	+$4.54K	﹤0.01%	517

Other funds holding NVDA

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

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 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

Gradient Investments's NVDA Position: Q2 2026 in Review

Gradient Investments increased its NVIDIA (NVDA) stake by 29% in Q2 2026, buying an estimated $45M and bringing the position to 960,223 shares worth $192M. The position accounts for 2.65% of the portfolio, ranked #2.

Gradient Investments first reported a position in NVDA in Q2 2016 and has held it in 40 quarters since. 1,412 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

Gradient Investments held 960,223 shares of NVIDIA worth $192M as of Q2 2026.
Gradient Investments bought 218,677 NVIDIA shares in Q2 2026, an estimated $45M.
NVIDIA made up 2.65% of Gradient Investments's portfolio in Q2 2026, its #2 holding.
Gradient Investments first reported a position in NVIDIA in Q2 2016 and has held it in 40 quarters since.
1,412 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Gradient Investments's 13F filing for Q2 2026, filed 8 Jul 2026.