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Institute for Wealth Management’s NVIDIA NVDA Stock Holding History

Institute for Wealth Management’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
2017
Q3 		– Sell
-32,000
Closed -$1K – 345
2017
Q2 		$1K Buy
+32,000
New +$102K ﹤0.01% 418

Other funds holding NVDA

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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 Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
DACG
Donor Advised Charitable Giving San Francisco, California $4.49B AUM 26.39% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM

Institute for Wealth Management's NVDA Position: Q2 2026 in Review

Institute for Wealth Management reduced its NVIDIA (NVDA) stake by 0.25% in Q2 2026, selling an estimated $383K and leaving 739,474 shares worth $148M. The position accounts for 13.06% of the portfolio, ranked #1.

Institute for Wealth Management first reported a position in NVDA in Q2 2017 and has held it in 37 quarters since. 2,745 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Institute for Wealth Management held 739,474 shares of NVIDIA worth $148M as of Q2 2026.
  • Institute for Wealth Management sold 1,864 NVIDIA shares in Q2 2026, an estimated $383K.
  • NVIDIA made up 13.06% of Institute for Wealth Management's portfolio in Q2 2026, its #1 holding.
  • Institute for Wealth Management first reported a position in NVIDIA in Q2 2017 and has held it in 37 quarters since.
  • 2,745 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.