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IVC Wealth Advisors’s NVIDIA NVDA Stock Holding History

IVC 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
Q2 		$5.13M Sell
25,654
-125
-0.5% -$25.7K 2% 12
2026
Q1 		$4.5M Buy
25,779
+131
+0.5% +$24K 1.95% 12
2025
Q4 		$4.78M Buy
25,648
+478
+2% +$89K 2.08% 11
2025
Q3 		$4.7M Buy
25,170
+871
+4% +$152K 2.1% 11
2025
Q2 		$3.84M Buy
24,299
+1,322
+6% +$166K 1.87% 13
2025
Q1 		$2.49M Sell
22,977
-462
-2% -$58.6K 1.34% 15
2024
Q4 		$3.15M Sell
23,439
-2,952
-11% -$407K 1.76% 11
2024
Q3 		$3.2M Sell
26,391
-4,580
-15% -$541K 1.75% 11
2024
Q2 		$3.83M Sell
30,971
-709
-2% -$71.7K 2.14% 7
2024
Q1 		$2.86M Sell
31,680
-3,420
-10% -$248K 1.65% 11
2023
Q4 		$1.74M Sell
35,100
-1,360
-4% -$63K 1.08% 18
2023
Q3 		$1.59M Buy
36,460
+170
+0.5% +$7.62K 1.06% 19
2023
Q2 		$1.54M Buy
36,290
+270
+0.7% +$8.96K 0.97% 20
2023
Q1 		$1M Sell
36,020
-1,360
-4% -$29.4K 0.71% 33
2022
Q4 		$546K Buy
37,380
+14,960
+67% +$219K 0.4% 66
2022
Q3 		$272K Sell
22,420
-890
-4% -$14.1K 0.22% 110
2022
Q2 		$353K Buy
23,310
+2,740
+13% +$51.7K 0.27% 92
2022
Q1 		$561K Buy
20,570
+2,660
+15% +$66.7K 0.37% 64
2021
Q4 		$527K Buy
17,910
+1,070
+6% +$29.4K 0.34% 76
2021
Q3 		$349K Sell
16,840
-600
-3% -$12.5K 0.24% 97
2021
Q2 		$349K Sell
17,440
-560
-3% -$8.98K 0.25% 101
2021
Q1 		$240K Sell
18,000
-600
-3% -$8.06K 0.19% 106
2020
Q4 		$243K Buy
+18,600
New +$249K 0.23% 101

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

IVC Wealth Advisors's NVDA Position: Q2 2026 in Review

IVC Wealth Advisors reduced its NVIDIA (NVDA) stake by 0.48% in Q2 2026, selling an estimated $25.7K and leaving 25,654 shares worth $5.13M. The position accounts for 2% of the portfolio, ranked #12.

IVC Wealth Advisors first reported a position in NVDA in Q4 2020 and has held it in 23 quarters since. 1,080 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • IVC Wealth Advisors held 25,654 shares of NVIDIA worth $5.13M as of Q2 2026.
  • IVC Wealth Advisors sold 125 NVIDIA shares in Q2 2026, an estimated $25.7K.
  • NVIDIA made up 2% of IVC Wealth Advisors's portfolio in Q2 2026, its #12 holding.
  • IVC Wealth Advisors first reported a position in NVIDIA in Q4 2020 and has held it in 23 quarters since.
  • 1,080 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on IVC Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.