Gutierrez Wealth Advisory
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Gutierrez Wealth Advisory’s NVIDIA NVDA Stock Holding History

Gutierrez Wealth 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
Q3 		$682K Buy
2,988
+1,244
+71% +$267K 0.36% 41
2026
Q2 		$349K Buy
1,744
+30
+2% +$6.17K 0.2% 55
2026
Q1 		$299K Sell
1,714
-108
-6% -$19.8K 0.19% 54
2025
Q4 		$340K Sell
1,822
-224
-11% -$41.7K 0.21% 52
2025
Q3 		$382K Buy
2,046
+511
+33% +$89.1K 0.24% 42
2025
Q2 		$243K Sell
1,535
-658
-30% -$82.8K 0.16% 50
2025
Q1 		$238K Buy
2,193
+525
+31% +$66.5K 0.19% 38
2024
Q4 		$224K Buy
+1,668
New +$230K 0.18% 43

Other funds holding NVDA

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Donor Advised Charitable Giving
Donor Advised Charitable Giving San Francisco, California $5.16B AUM 22.24% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Gutierrez Wealth Advisory's NVDA Position: Q3 2026 in Review

Gutierrez Wealth Advisory increased its NVIDIA (NVDA) stake by 71% in Q3 2026, buying an estimated $267K and bringing the position to 2,988 shares worth $682K. The position accounts for 0.36% of the portfolio, ranked #41.

Gutierrez Wealth Advisory first reported a position in NVDA in Q4 2024 and has held it in 8 quarters since. 3,075 funds tracked by Wall St. Rank hold NVDA as of Q3 2026.

  • Gutierrez Wealth Advisory held 2,988 shares of NVIDIA worth $682K as of Q3 2026.
  • Gutierrez Wealth Advisory bought 1,244 NVIDIA shares in Q3 2026, an estimated $267K.
  • NVIDIA made up 0.36% of Gutierrez Wealth Advisory's portfolio in Q3 2026, its #41 holding.
  • Gutierrez Wealth Advisory first reported a position in NVIDIA in Q4 2024 and has held it in 8 quarters since.
  • 3,075 funds tracked by Wall St. Rank held NVIDIA as of Q3 2026.

Based on Gutierrez Wealth Advisory's 13F filing for Q3 2026, filed 2 Nov 2026.