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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
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

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 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
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM

Instrumental Wealth's NVDA Position: Q2 2026 in Review

Instrumental Wealth increased its NVIDIA (NVDA) stake by 4.9% in Q2 2026, buying an estimated $176K and bringing the position to 18,336 shares worth $3.67M. The position accounts for 1.86% of the portfolio, ranked #10.

Instrumental Wealth first reported a position in NVDA in Q2 2023 and has held it in 13 quarters since. 1,080 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Instrumental Wealth held 18,336 shares of NVIDIA worth $3.67M as of Q2 2026.
  • Instrumental Wealth bought 854 NVIDIA shares in Q2 2026, an estimated $176K.
  • NVIDIA made up 1.86% of Instrumental Wealth's portfolio in Q2 2026, its #10 holding.
  • Instrumental Wealth first reported a position in NVIDIA in Q2 2023 and has held it in 13 quarters since.
  • 1,080 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Instrumental Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.