Gratus Wealth Advisors’s NVIDIA NVDA Stock Holding History

Gratus 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	$11.4M	Sell	56,898 -2,067	-4%	-$425K	1.45%	17
2026 Q1	$10.3M	Sell	58,965 -1,752	-3%	-$321K	1.49%	17
2025 Q4	$11.3M	Sell	60,717 -871	-1%	-$162K	1.57%	17
2025 Q3	$11.5M	Buy	61,588 +6,289	+11%	+$1.1M	1.62%	17
2025 Q2	$8.74M	Sell	55,299 -608	-1%	-$76.5K	1.32%	17
2025 Q1	$6.06M	Sell	55,907 -2,117	-4%	-$268K	0.99%	20
2024 Q4	$7.79M	Sell	58,024 -6,414	-10%	-$884K	1.25%	18
2024 Q3	$8.23M	Buy	64,438 +8,954	+16%	+$1.06M	1.34%	17
2024 Q2	$6.54M	Sell	55,484 -10,796	-16%	-$1.09M	1.13%	19
2024 Q1	$5.61M	Sell	66,280 -9,560	-13%	-$693K	1.03%	21
2023 Q4	$3.76M	Buy	+75,840	New	+$3.51M	0.74%	25

Other funds holding NVDA

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

DACG

Donor Advised Charitable Giving San Francisco, California $4.49B AUM 26.39% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

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

Gratus Wealth Advisors reduced its NVIDIA (NVDA) stake by 3.5% in Q2 2026, selling an estimated $425K and leaving 56,898 shares worth $11.4M. The position accounts for 1.45% of the portfolio, ranked #17.

Gratus Wealth Advisors first reported a position in NVDA in Q4 2023 and has held it in 11 quarters since. The position peaked at $11.5M in Q3 2025. 2,757 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

Gratus Wealth Advisors held 56,898 shares of NVIDIA worth $11.4M as of Q2 2026.
Gratus Wealth Advisors sold 2,067 NVIDIA shares in Q2 2026, an estimated $425K.
NVIDIA made up 1.45% of Gratus Wealth Advisors's portfolio in Q2 2026, its #17 holding.
Gratus Wealth Advisors first reported a position in NVIDIA in Q4 2023 and has held it in 11 quarters since.
Gratus Wealth Advisors's NVIDIA position peaked at $11.5M in Q3 2025.
2,757 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Gratus Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.