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Independent Wealth Network’s NVIDIA NVDA Stock Holding History

Independent Wealth Network’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 		$5.6M Buy
27,987
+1,703
+6% +$350K 1.42% 9
2026
Q1 		$4.58M Sell
26,284
-1,038
-4% -$190K 1.36% 12
2025
Q4 		$5.1M Sell
27,322
-21
-0.1% -$3.91K 1.56% 11
2025
Q3 		$5.1M Buy
27,343
+698
+3% +$122K 1.64% 8
2025
Q2 		$4.21M Buy
26,645
+1,977
+8% +$249K 1.53% 12
2025
Q1 		$2.67M Buy
24,668
+659
+3% +$83.5K 1.07% 20
2024
Q4 		$3.22M Buy
24,009
+2,213
+10% +$305K 1.31% 17
2024
Q3 		$2.65M Sell
21,796
-390
-2% -$46.1K 1.17% 16
2024
Q2 		$2.74M Buy
22,186
+1,926
+10% +$195K 1.28% 18
2024
Q1 		$1.83M Buy
20,260
+1,650
+9% +$120K 0.86% 29
2023
Q4 		$922K Buy
18,610
+1,780
+11% +$82.5K 0.48% 51
2023
Q3 		$732K Sell
16,830
-1,880
-10% -$84.2K 0.45% 52
2023
Q2 		$791K Buy
18,710
+470
+3% +$15.6K 0.48% 51
2023
Q1 		$507K Buy
18,240
+130
+0.7% +$2.81K 0.32% 73
2022
Q4 		$265K Buy
+18,110
New +$266K 0.18% 140
2022
Q3 		– Sell
-13,750
Closed -$208K – 189
2022
Q2 		$208K Sell
13,750
-360
-3% -$6.79K 0.15% 166
2022
Q1 		$385K Buy
14,110
+2,160
+18% +$54.2K 0.24% 113
2021
Q4 		$351K Buy
11,950
+1,520
+15% +$41.8K 0.22% 123
2021
Q3 		$277K Buy
+10,430
New +$217K 0.18% 142

Other funds holding NVDA

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Handelsbanken Fonder
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
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Independent Wealth Network's NVDA Position: Q2 2026 in Review

Independent Wealth Network increased its NVIDIA (NVDA) stake by 6.5% in Q2 2026, buying an estimated $350K and bringing the position to 27,987 shares worth $5.6M. The position accounts for 1.42% of the portfolio, ranked #9.

Independent Wealth Network first reported a position in NVDA in Q3 2021 and has held it in 19 quarters since. 1,890 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Independent Wealth Network held 27,987 shares of NVIDIA worth $5.6M as of Q2 2026.
  • Independent Wealth Network bought 1,703 NVIDIA shares in Q2 2026, an estimated $350K.
  • NVIDIA made up 1.42% of Independent Wealth Network's portfolio in Q2 2026, its #9 holding.
  • Independent Wealth Network first reported a position in NVIDIA in Q3 2021 and has held it in 19 quarters since.
  • 1,890 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

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