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Intergy Private Wealth’s NVIDIA NVDA Stock Holding History

Intergy Private 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 		$2.51M Buy
12,557
+416
+3% +$85.5K 0.58% 30
2026
Q1 		$2.12M Buy
12,141
+158
+1% +$29K 0.62% 27
2025
Q4 		$2.23M Buy
11,983
+1,693
+16% +$315K 0.67% 26
2025
Q3 		$1.92M Buy
10,290
+901
+10% +$157K 0.6% 27
2025
Q2 		$1.48M Buy
9,389
+1,093
+13% +$138K 0.51% 30
2025
Q1 		$899K Buy
8,296
+215
+3% +$27.3K 0.34% 43
2024
Q4 		$1.09M Sell
8,081
-319
-4% -$44K 0.41% 38
2024
Q3 		$1.02M Buy
8,400
+820
+11% +$96.9K 0.39% 41
2024
Q2 		$936K Buy
7,580
+400
+6% +$40.4K 0.39% 41
2024
Q1 		$649K Buy
7,180
+1,800
+33% +$130K 0.27% 50
2023
Q4 		$266K Sell
5,380
-260
-5% -$12K 0.12% 69
2023
Q3 		$245K Buy
5,640
+430
+8% +$19.3K 0.12% 68
2023
Q2 		$220K Buy
+5,210
New +$173K 0.11% 68

Other funds holding NVDA

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
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

Intergy Private Wealth's NVDA Position: Q2 2026 in Review

Intergy Private Wealth increased its NVIDIA (NVDA) stake by 3.4% in Q2 2026, buying an estimated $85.5K and bringing the position to 12,557 shares worth $2.51M. The position accounts for 0.58% of the portfolio, ranked #30.

Intergy Private Wealth first reported a position in NVDA in Q2 2023 and has held it in 13 quarters since. 1,411 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Intergy Private Wealth held 12,557 shares of NVIDIA worth $2.51M as of Q2 2026.
  • Intergy Private Wealth bought 416 NVIDIA shares in Q2 2026, an estimated $85.5K.
  • NVIDIA made up 0.58% of Intergy Private Wealth's portfolio in Q2 2026, its #30 holding.
  • Intergy Private Wealth first reported a position in NVIDIA in Q2 2023 and has held it in 13 quarters since.
  • 1,411 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Intergy Private Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.