Koa Wealth Management’s NVIDIA NVDA Stock Holding History

Koa 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 Q2	$667K	Buy	3,335 +1,315	+65%	+$270K	0.45%	41
2026 Q1	$352K	Sell	2,020 -1,068	-35%	-$196K	0.25%	46
2025 Q4	$576K	Buy	3,088 +290	+10%	+$54K	0.4%	46
2025 Q3	$522K	Sell	2,798 -11,950	-81%	-$2.08M	0.39%	44
2025 Q2	$2.33M	Sell	14,748 -8	-0.1%	-$1.01K	1.85%	18
2025 Q1	$1.6M	Buy	14,756 +39	+0.3%	+$4.94K	1.29%	28
2024 Q4	$1.98M	Buy	14,717 +14	+0.1%	+$1.93K	1.62%	21
2024 Q3	$1.79M	Sell	14,703 -10	-0.1%	-$1.18K	1.38%	27
2024 Q2	$1.82M	Buy	14,713 +243	+2%	+$24.6K	1.54%	21
2024 Q1	$1.31M	Buy	14,470 +1,430	+11%	+$104K	1.18%	27
2023 Q4	$646K	Buy	+13,040	New	+$604K	0.64%	34

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

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Koa Wealth Management's NVDA Position: Q2 2026 in Review

Koa Wealth Management increased its NVIDIA (NVDA) stake by 65% in Q2 2026, buying an estimated $270K and bringing the position to 3,335 shares worth $667K. The position accounts for 0.45% of the portfolio, ranked #41.

Koa Wealth Management first reported a position in NVDA in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.33M in Q2 2025. 2,020 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

Koa Wealth Management held 3,335 shares of NVIDIA worth $667K as of Q2 2026.
Koa Wealth Management bought 1,315 NVIDIA shares in Q2 2026, an estimated $270K.
NVIDIA made up 0.45% of Koa Wealth Management's portfolio in Q2 2026, its #41 holding.
Koa Wealth Management first reported a position in NVIDIA in Q4 2023 and has held it in 11 quarters since.
Koa Wealth Management's NVIDIA position peaked at $2.33M in Q2 2025.
2,020 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Koa Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.