Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$2.29M Sell
10,035
-81
-0.8% -$17.4K 0.2% 65
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

KWB Wealth's NVDA Position: Q3 2026 in Review

KWB Wealth reduced its NVIDIA (NVDA) stake by 0.8% in Q3 2026, selling an estimated $17.4K and leaving 10,035 shares worth $2.29M. The position accounts for 0.2% of the portfolio, ranked #65.

KWB Wealth first reported a position in NVDA in Q3 2024 and has held it in 9 quarters since. 1,995 funds tracked by Wall St. Rank hold NVDA as of Q3 2026.

  • KWB Wealth held 10,035 shares of NVIDIA worth $2.29M as of Q3 2026.
  • KWB Wealth sold 81 NVIDIA shares in Q3 2026, an estimated $17.4K.
  • NVIDIA made up 0.2% of KWB Wealth's portfolio in Q3 2026, its #65 holding.
  • KWB Wealth first reported a position in NVIDIA in Q3 2024 and has held it in 9 quarters since.
  • 1,995 funds tracked by Wall St. Rank held NVIDIA as of Q3 2026.

Based on KWB Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.