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 Q3	$757K	Sell	3,315 -20	-0.6%	-$4.29K	0.49%	39
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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Donor Advised Charitable Giving San Francisco, California $5.16B AUM 22.24% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

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

Koa Wealth Management reduced its NVIDIA (NVDA) stake by 0.6% in Q3 2026, selling an estimated $4.29K and leaving 3,315 shares worth $757K. The position accounts for 0.49% of the portfolio, ranked #39.

Koa Wealth Management first reported a position in NVDA in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.33M in Q2 2025. 2,736 funds tracked by Wall St. Rank hold NVDA as of Q3 2026.

Koa Wealth Management held 3,315 shares of NVIDIA worth $757K as of Q3 2026.
Koa Wealth Management sold 20 NVIDIA shares in Q3 2026, an estimated $4.29K.
NVIDIA made up 0.49% of Koa Wealth Management's portfolio in Q3 2026, its #39 holding.
Koa Wealth Management first reported a position in NVIDIA in Q4 2023 and has held it in 12 quarters since.
Koa Wealth Management's NVIDIA position peaked at $2.33M in Q2 2025.
2,736 funds tracked by Wall St. Rank held NVIDIA as of Q3 2026.

Based on Koa Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.