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Inspirion Wealth Advisors’s NVIDIA NVDA Stock Holding History

Inspirion Wealth 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 		$2.43M Buy
10,631
+453
+4% +$97.1K 0.28% 38
2026
Q2 		$2.01M Sell
10,178
-776
-7% -$160K 0.23% 42
2026
Q1 		$1.91M Sell
10,954
-202
-2% -$37.1K 0.24% 43
2025
Q4 		$2.08M Buy
11,156
+1,531
+16% +$285K 0.25% 41
2025
Q3 		$1.17M Sell
9,625
-870
-8% -$152K 0.16% 54
2025
Q2 		$1.66M Sell
10,495
-373
-3% -$46.9K 0.22% 43
2025
Q1 		$1.18M Buy
10,868
+1,149
+12% +$146K 0.16% 55
2024
Q4 		$1.36M Buy
9,719
+94
+1% +$13K 0.19% 51
2024
Q3 		$1.17M Buy
9,625
+829
+9% +$97.9K 0.16% 54
2024
Q2 		$1.09M Buy
8,796
+1,016
+13% +$103K 0.17% 54
2024
Q1 		$703K Sell
7,780
-2,280
-23% -$165K 0.12% 74
2023
Q4 		$485K Buy
10,060
+590
+6% +$27.3K 0.09% 87
2023
Q3 		$412K Buy
9,470
+20
+0.2% +$896 0.08% 93
2023
Q2 		$400K Sell
9,450
-200
-2% -$6.64K 0.08% 93
2023
Q1 		$268K Buy
+9,650
New +$209K 0.05% 115
2022
Q1 		– Sell
-7,400
Closed -$218K – 109
2021
Q4 		$218K Buy
+7,400
New +$204K 0.05% 96

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

Inspirion Wealth Advisors's NVDA Position: Q3 2026 in Review

Inspirion Wealth Advisors increased its NVIDIA (NVDA) stake by 4.5% in Q3 2026, buying an estimated $97.1K and bringing the position to 10,631 shares worth $2.43M. The position accounts for 0.28% of the portfolio, ranked #38.

Inspirion Wealth Advisors first reported a position in NVDA in Q4 2021 and has held it in 16 quarters since. 331 funds tracked by Wall St. Rank hold NVDA as of Q3 2026.

  • Inspirion Wealth Advisors held 10,631 shares of NVIDIA worth $2.43M as of Q3 2026.
  • Inspirion Wealth Advisors bought 453 NVIDIA shares in Q3 2026, an estimated $97.1K.
  • NVIDIA made up 0.28% of Inspirion Wealth Advisors's portfolio in Q3 2026, its #38 holding.
  • Inspirion Wealth Advisors first reported a position in NVIDIA in Q4 2021 and has held it in 16 quarters since.
  • 331 funds tracked by Wall St. Rank held NVIDIA as of Q3 2026.

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