Holos Integrated Wealth’s NVIDIA NVDA Stock Holding History

Holos Integrated Wealth’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	$632K	Sell	3,211 -630	-16%	-$130K	0.3%	46
2026 Q1	$684K	Sell	3,841 -191	-5%	-$35K	0.35%	44
2025 Q4	$761K	Sell	4,032 -186	-4%	-$34.6K	0.43%	37
2025 Q3	$773K	Hold	4,218	–	–	0.45%	32
2025 Q2	$771K	Sell	4,218 -690	-14%	-$86.8K	0.46%	31
2025 Q1	$532K	Sell	4,908 -2,000	-29%	-$253K	0.35%	42
2024 Q4	$928K	Buy	+6,908	New	+$952K	0.63%	25

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

DACG

Donor Advised Charitable Giving San Francisco, California $4.49B AUM 26.39% 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

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

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Holos Integrated Wealth's NVDA Position: Q2 2026 in Review

Holos Integrated Wealth reduced its NVIDIA (NVDA) stake by 16% in Q2 2026, selling an estimated $130K and leaving 3,211 shares worth $632K. The position accounts for 0.3% of the portfolio, ranked #46.

Holos Integrated Wealth first reported a position in NVDA in Q4 2024 and has held it in 7 quarters since. The position peaked at $928K in Q4 2024. 2,020 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

Holos Integrated Wealth held 3,211 shares of NVIDIA worth $632K as of Q2 2026.
Holos Integrated Wealth sold 630 NVIDIA shares in Q2 2026, an estimated $130K.
NVIDIA made up 0.3% of Holos Integrated Wealth's portfolio in Q2 2026, its #46 holding.
Holos Integrated Wealth first reported a position in NVIDIA in Q4 2024 and has held it in 7 quarters since.
Holos Integrated Wealth's NVIDIA position peaked at $928K in Q4 2024.
2,020 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Holos Integrated Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.