Instrumental Wealth’s NVIDIA NVDA Stock Holding History

Instrumental 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 Q3	$4.39M	Buy	19,232 +896	+5%	+$192K	2.13%	10
2026 Q2	$3.67M	Buy	18,336 +854	+5%	+$176K	1.86%	10
2026 Q1	$3.05M	Buy	17,482 +3,800	+28%	+$697K	1.87%	11
2025 Q4	$2.53M	Buy	13,682 +326	+2%	+$60.7K	1.52%	11
2025 Q3	$2.71M	Buy	13,356 +1,691	+14%	+$295K	1.9%	11
2025 Q2	$1.99M	Sell	11,665 -115	-1%	-$14.5K	1.58%	12
2025 Q1	$1.31M	Buy	11,780 +1,552	+15%	+$197K	1.18%	14
2024 Q4	$1.37M	Buy	10,228 +768	+8%	+$106K	1.3%	12
2024 Q3	$1.31M	Buy	9,460 +506	+6%	+$59.8K	1.27%	14
2024 Q2	$1.01M	Buy	8,954 +354	+4%	+$35.8K	1.04%	17
2024 Q1	$980K	Buy	8,600 +610	+8%	+$44.2K	0.43%	19
2023 Q4	$490K	Buy	7,990 +420	+6%	+$19.5K	0.53%	21
2023 Q3	$333K	Buy	7,570 +1,630	+27%	+$73K	0.39%	22
2023 Q2	$261K	Buy	+5,940	New	+$197K	0.31%	24

Other funds holding NVDA

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Instrumental Wealth's NVDA Position: Q3 2026 in Review

Instrumental Wealth increased its NVIDIA (NVDA) stake by 4.9% in Q3 2026, buying an estimated $192K and bringing the position to 19,232 shares worth $4.39M. The position accounts for 2.13% of the portfolio, ranked #10.

Instrumental Wealth first reported a position in NVDA in Q2 2023 and has held it in 14 quarters since. 1,831 funds tracked by Wall St. Rank hold NVDA as of Q3 2026.

Instrumental Wealth held 19,232 shares of NVIDIA worth $4.39M as of Q3 2026.
Instrumental Wealth bought 896 NVIDIA shares in Q3 2026, an estimated $192K.
NVIDIA made up 2.13% of Instrumental Wealth's portfolio in Q3 2026, its #10 holding.
Instrumental Wealth first reported a position in NVIDIA in Q2 2023 and has held it in 14 quarters since.
1,831 funds tracked by Wall St. Rank held NVIDIA as of Q3 2026.

Based on Instrumental Wealth's 13F filing for Q3 2026, filed 20 Oct 2026.