Helium Advisors’s NVIDIA NVDA Stock Holding History

Helium 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 Q3	$1.86M	Sell	8,125 -4,729	-37%	-$1.01M	1.61%	16
2026 Q2	$2.57M	Sell	12,854 -1,516	-11%	-$312K	2.14%	12
2026 Q1	$2.51M	Sell	14,370 -934	-6%	-$171K	2.38%	11
2025 Q4	$2.85M	Sell	15,304 -1,721	-10%	-$320K	2.89%	9
2025 Q3	$3.18M	Sell	17,025 -1,365	-7%	-$238K	2.65%	9
2025 Q2	$2.91M	Sell	18,390 -1,244	-6%	-$157K	1.84%	14
2025 Q1	$2.13M	Buy	19,634 +1,411	+8%	+$179K	1.55%	15
2024 Q4	$2.45M	Buy	+18,223	New	+$2.51M	1.94%	11

Other funds holding NVDA

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Donor Advised Charitable Giving San Francisco, California $5.16B AUM 22.24% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Helium Advisors's NVDA Position: Q3 2026 in Review

Helium Advisors reduced its NVIDIA (NVDA) stake by 37% in Q3 2026, selling an estimated $1.01M and leaving 8,125 shares worth $1.86M. The position accounts for 1.61% of the portfolio, ranked #16.

Helium Advisors first reported a position in NVDA in Q4 2024 and has held it in 8 quarters since. The position peaked at $3.18M in Q3 2025. 2,736 funds tracked by Wall St. Rank hold NVDA as of Q3 2026.

Helium Advisors held 8,125 shares of NVIDIA worth $1.86M as of Q3 2026.
Helium Advisors sold 4,729 NVIDIA shares in Q3 2026, an estimated $1.01M.
NVIDIA made up 1.61% of Helium Advisors's portfolio in Q3 2026, its #16 holding.
Helium Advisors first reported a position in NVIDIA in Q4 2024 and has held it in 8 quarters since.
Helium Advisors's NVIDIA position peaked at $3.18M in Q3 2025.
2,736 funds tracked by Wall St. Rank held NVIDIA as of Q3 2026.

Based on Helium Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.