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Insight Wealth Strategies’s NVIDIA NVDA Stock Holding History

Insight Wealth Strategies’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 		$8.69M Buy
38,063
+145
+0.4% +$31.1K 0.86% 31
2026
Q2 		$7.49M Buy
37,918
+7,316
+24% +$1.5M 0.73% 37
2026
Q1 		$5.34M Buy
30,602
+1,065
+4% +$195K 0.6% 56
2025
Q4 		$5.51M Sell
29,537
-2,991
-9% -$557K 0.63% 42
2025
Q3 		$6.07M Sell
32,528
-2,011
-6% -$351K 0.72% 39
2025
Q2 		$5.29M Buy
34,539
+811
+2% +$102K 0.67% 36
2025
Q1 		$3.66M Buy
33,728
+126
+0.4% +$16K 0.49% 61
2024
Q4 		$4.51M Buy
33,602
+659
+2% +$90.8K 0.61% 44
2024
Q3 		$4M Sell
32,943
-380
-1% -$44.9K 0.53% 50
2024
Q2 		$4.12M Sell
33,323
-8,657
-21% -$875K 0.59% 41
2024
Q1 		$3.79M Sell
41,980
-11,970
-22% -$868K 0.56% 41
2023
Q4 		$2.67M Sell
53,950
-12,320
-19% -$571K 0.43% 42
2023
Q3 		$2.88M Sell
66,270
-220
-0.3% -$9.86K 0.56% 33
2023
Q2 		$2.81M Sell
66,490
-3,310
-5% -$110K 0.54% 31
2023
Q1 		$1.94M Sell
69,800
-4,970
-7% -$108K 0.38% 38
2022
Q4 		$1.09M Sell
74,770
-12,620
-14% -$185K 0.21% 87
2022
Q3 		$1.32M Hold
87,390
– – 0.25% 72
2022
Q2 		$1.32M Sell
87,390
-4,130
-5% -$77.9K 0.25% 72
2022
Q1 		$2.5M Buy
91,520
+5,600
+7% +$140K 0.37% 37
2021
Q4 		$2.53M Sell
85,920
-37,820
-31% -$1.04M 0.36% 38
2021
Q3 		$2.56M Sell
123,740
-10,860
-8% -$226K 0.36% 34
2021
Q2 		$2.69M Sell
134,600
-56,880
-30% -$912K 0.38% 32
2021
Q1 		$2.56M Buy
191,480
+20,120
+12% +$270K 0.34% 37
2020
Q4 		$2.24M Sell
171,360
-5,400
-3% -$72.3K 0.38% 34
2020
Q3 		$2.39M Buy
176,760
+38,360
+28% +$446K 0.44% 30
2020
Q2 		$1.31M Buy
138,400
+17,200
+14% +$139K 0.29% 37
2020
Q1 		$799K Sell
121,200
-216,840
-64% -$1.37M 0.21% 43
2019
Q4 		$1.99M Buy
338,040
+188,200
+126% +$979K 0.42% 48
2019
Q3 		$652K Buy
149,840
+19,320
+15% +$81.3K 0.15% 95
2019
Q2 		$536K Buy
130,520
+30,600
+31% +$127K 0.13% 99
2019
Q1 		$449K Sell
99,920
-1,560
-2% -$6.05K 0.13% 100
2018
Q4 		$339K Buy
+101,480
New +$485K 0.1% 110

Other funds holding NVDA

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Insight Wealth Strategies's NVDA Position: Q3 2026 in Review

Insight Wealth Strategies increased its NVIDIA (NVDA) stake by 0.38% in Q3 2026, buying an estimated $31.1K and bringing the position to 38,063 shares worth $8.69M. The position accounts for 0.86% of the portfolio, ranked #31.

Insight Wealth Strategies first reported a position in NVDA in Q4 2018 and has held it in 32 quarters since. 331 funds tracked by Wall St. Rank hold NVDA as of Q3 2026.

  • Insight Wealth Strategies held 38,063 shares of NVIDIA worth $8.69M as of Q3 2026.
  • Insight Wealth Strategies bought 145 NVIDIA shares in Q3 2026, an estimated $31.1K.
  • NVIDIA made up 0.86% of Insight Wealth Strategies's portfolio in Q3 2026, its #31 holding.
  • Insight Wealth Strategies first reported a position in NVIDIA in Q4 2018 and has held it in 32 quarters since.
  • 331 funds tracked by Wall St. Rank held NVIDIA as of Q3 2026.

Based on Insight Wealth Strategies's 13F filing for Q3 2026, filed 9 Oct 2026.