Jeppson Wealth Management
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Jeppson Wealth Management’s NVIDIA NVDA Stock Holding History

Jeppson 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
2026
Q3 		$17.6M Sell
77,172
-1,140
-1% -$244K 5.03% 2
2026
Q2 		$15.7M Sell
78,312
-1,545
-2% -$318K 4.62% 3
2026
Q1 		$13.9M Sell
79,857
-1,712
-2% -$314K 4.37% 3
2025
Q4 		$15.2M Sell
81,569
-1,552
-2% -$289K 4.82% 3
2025
Q3 		$15.5M Sell
83,121
-170
-0.2% -$29.6K 4.95% 3
2025
Q2 		$13.2M Sell
83,291
-3,104
-4% -$391K 4.55% 3
2025
Q1 		$9.36M Buy
86,395
+483
+0.6% +$61.2K 3.43% 4
2024
Q4 		$11.5M Sell
85,912
-846
-1% -$117K 4.18% 3
2024
Q3 		$10.5M Buy
86,758
+371
+0.4% +$43.8K 3.77% 4
2024
Q2 		$10.7M Sell
86,387
-813
-0.9% -$82.2K 4.07% 3
2024
Q1 		$7.88M Sell
87,200
-2,780
-3% -$201K 3.06% 5
2023
Q4 		$4.46M Sell
89,980
-1,450
-2% -$67.2K 1.85% 8
2023
Q3 		$3.98M Sell
91,430
-1,860
-2% -$83.3K 1.82% 7
2023
Q2 		$3.95M Sell
93,290
-11,880
-11% -$394K 1.72% 9
2023
Q1 		$2.92M Sell
105,170
-18,770
-15% -$406K 1.27% 15
2022
Q4 		$1.81M Sell
123,940
-1,010
-0.8% -$14.8K 0.76% 27
2022
Q3 		$1.52M Buy
124,950
+8,080
+7% +$128K 0.69% 30
2022
Q2 		$1.77M Buy
116,870
+17,710
+18% +$334K 0.76% 28
2022
Q1 		$2.7M Buy
99,160
+11,420
+13% +$286K 1.26% 15
2021
Q4 		$2.58M Sell
87,740
-6,410
-7% -$176K 1.25% 15
2021
Q3 		$1.95M Sell
94,150
-930
-1% -$19.3K 1.02% 20
2021
Q2 		$1.9M Sell
95,080
-3,560
-4% -$57.1K 1.04% 20
2021
Q1 		$1.32M Sell
98,640
-2,240
-2% -$30.1K 0.78% 28
2020
Q4 		$1.32M Sell
100,880
-1,480
-1% -$19.8K 0.88% 24
2020
Q3 		$1.38M Buy
+102,360
New +$1.19M 1.09% 19

Other funds holding NVDA

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Donor Advised Charitable Giving
Donor Advised Charitable Giving San Francisco, California $5.16B AUM 22.24% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Jeppson Wealth Management's NVDA Position: Q3 2026 in Review

Jeppson Wealth Management reduced its NVIDIA (NVDA) stake by 1.5% in Q3 2026, selling an estimated $244K and leaving 77,172 shares worth $17.6M. The position accounts for 5.03% of the portfolio, ranked #2.

Jeppson Wealth Management first reported a position in NVDA in Q3 2020 and has held it in 25 quarters since. 2,736 funds tracked by Wall St. Rank hold NVDA as of Q3 2026.

  • Jeppson Wealth Management held 77,172 shares of NVIDIA worth $17.6M as of Q3 2026.
  • Jeppson Wealth Management sold 1,140 NVIDIA shares in Q3 2026, an estimated $244K.
  • NVIDIA made up 5.03% of Jeppson Wealth Management's portfolio in Q3 2026, its #2 holding.
  • Jeppson Wealth Management first reported a position in NVIDIA in Q3 2020 and has held it in 25 quarters since.
  • 2,736 funds tracked by Wall St. Rank held NVIDIA as of Q3 2026.

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