KW
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KWB Wealth’s NVIDIA NVDA Stock Holding History

KWB Wealth’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 		$2.02M Sell
10,116
-120
-1% -$24.7K 0.17% 66
2026
Q1 		$1.91M Hold
10,236
– – 0.19% 58
2025
Q4 		$1.91M Buy
10,236
+1,715
+20% +$319K 0.18% 59
2025
Q3 		$1.35M Sell
8,521
-66
-0.8% -$11.5K 0.15% 68
2025
Q2 		$931K Buy
8,587
+80
+0.9% +$10.1K 0.11% 76
2025
Q1 		$1.14M Buy
8,507
+37
+0.4% +$4.69K 0.14% 71
2024
Q4 		$1.03M Hold
8,470
– – 0.13% 62
2024
Q3 		$1.05M Buy
+8,470
New +$1M 0.14% 60

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
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

KWB Wealth's NVDA Position: Q2 2026 in Review

KWB Wealth reduced its NVIDIA (NVDA) stake by 1.2% in Q2 2026, selling an estimated $24.7K and leaving 10,116 shares worth $2.02M. The position accounts for 0.17% of the portfolio, ranked #66.

KWB Wealth first reported a position in NVDA in Q3 2024 and has held it in 8 quarters since. 1,228 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • KWB Wealth held 10,116 shares of NVIDIA worth $2.02M as of Q2 2026.
  • KWB Wealth sold 120 NVIDIA shares in Q2 2026, an estimated $24.7K.
  • NVIDIA made up 0.17% of KWB Wealth's portfolio in Q2 2026, its #66 holding.
  • KWB Wealth first reported a position in NVIDIA in Q3 2024 and has held it in 8 quarters since.
  • 1,228 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on KWB Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.