Highland Financial Advisors’s NVIDIA NVDA Stock Holding History

Highland Financial 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	$532K	Buy	2,659 +198	+8%	+$40.7K	0.12%	47
2026 Q1	$429K	Buy	2,461 +323	+15%	+$59.3K	0.11%	45
2025 Q4	$399K	Buy	2,138 +589	+38%	+$110K	0.11%	42
2025 Q3	$289K	Buy	+1,549	New	+$270K	0.08%	44
2025 Q1	–	Sell	-2,098	Closed	-$282K	–	57
2024 Q4	$282K	Buy	+2,098	New	+$289K	0.1%	42
2023 Q2	–	Sell	-9,320	Closed	-$259K	–	46
2023 Q1	$259K	Sell	9,320 -8,000	-46%	-$173K	0.14%	41
2022 Q4	$253K	Hold	17,320	–	–	0.15%	42
2022 Q3	$210K	Hold	17,320	–	–	0.15%	54
2022 Q2	$263K	Buy	+17,320	New	+$327K	0.18%	45

Other funds holding NVDA

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

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

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 $59.6B AUM 29.42% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return