Kingswood Wealth Advisors’s NVIDIA NVDA Stock Holding History

Kingswood 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	$62.6M	Buy	312,815 +13,265	+4%	+$2.73M	2.52%	3
2026 Q1	$52.2M	Sell	299,550 -9,560	-3%	-$1.75M	2.48%	3
2025 Q4	$57.6M	Buy	309,110 +44,364	+17%	+$8.26M	2.79%	3
2025 Q3	$49.4M	Sell	264,746 -5,859	-2%	-$1.02M	2.99%	3
2025 Q2	$42.8M	Sell	270,605 -21,478	-7%	-$2.7M	3.38%	3
2025 Q1	$31.7M	Sell	292,083 -63,128	-18%	-$8M	2.9%	2
2024 Q4	$47.7M	Sell	355,211 -101,519	-22%	-$14M	3.58%	2
2024 Q3	$55.5M	Sell	456,730 -31,278	-6%	-$3.69M	3.96%	2
2024 Q2	$60.3M	Buy	488,008 +158,798	+48%	+$16.1M	5.43%	2
2024 Q1	$29.7M	Sell	329,210 -59,750	-15%	-$4.33M	3.43%	3
2023 Q4	$19.3M	Buy	388,960 +206,250	+113%	+$9.56M	2.18%	5
2023 Q3	$15.8M	Buy	182,710 +25,690	+16%	+$1.15M	2.71%	4
2023 Q2	$6.64M	Buy	+157,020	New	+$5.21M	2.12%	6

Other funds holding NVDA

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

DACG

Donor Advised Charitable Giving San Francisco, California $4.49B AUM 26.39% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

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

Kingswood Wealth Advisors increased its NVIDIA (NVDA) stake by 4.4% in Q2 2026, buying an estimated $2.73M and bringing the position to 312,815 shares worth $62.6M. The position accounts for 2.52% of the portfolio, ranked #3.

Kingswood Wealth Advisors first reported a position in NVDA in Q2 2023 and has held it in 13 quarters since. 2,095 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

Kingswood Wealth Advisors held 312,815 shares of NVIDIA worth $62.6M as of Q2 2026.
Kingswood Wealth Advisors bought 13,265 NVIDIA shares in Q2 2026, an estimated $2.73M.
NVIDIA made up 2.52% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #3 holding.
Kingswood Wealth Advisors first reported a position in NVIDIA in Q2 2023 and has held it in 13 quarters since.
2,095 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.