Level Wealth Management
NVDA icon

Level Wealth Management’s NVIDIA NVDA Stock Holding History

Level 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 		$839K Buy
3,670
+1,793
+96% +$384K 0.32% 28
2026
Q2 		$376K Hold
1,877
– – 0.15% 50
2026
Q1 		$327K Hold
1,877
– – 0.15% 51
2025
Q4 		$350K Sell
1,877
-455
-20% -$84.7K 0.18% 43
2025
Q3 		$435K Hold
2,332
– – 0.23% 35
2025
Q2 		$368K Sell
2,332
-303
-11% -$38.1K 0.21% 44
2025
Q1 		$286K Buy
2,635
+135
+5% +$17.1K 0.19% 43
2024
Q4 		$336K Buy
+2,500
New +$345K 0.24% 39

Other funds holding NVDA

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

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

Level Wealth Management increased its NVIDIA (NVDA) stake by 96% in Q3 2026, buying an estimated $384K and bringing the position to 3,670 shares worth $839K. The position accounts for 0.32% of the portfolio, ranked #28.

Level Wealth Management first reported a position in NVDA in Q4 2024 and has held it in 8 quarters since. 1,995 funds tracked by Wall St. Rank hold NVDA as of Q3 2026.

  • Level Wealth Management held 3,670 shares of NVIDIA worth $839K as of Q3 2026.
  • Level Wealth Management bought 1,793 NVIDIA shares in Q3 2026, an estimated $384K.
  • NVIDIA made up 0.32% of Level Wealth Management's portfolio in Q3 2026, its #28 holding.
  • Level Wealth Management first reported a position in NVIDIA in Q4 2024 and has held it in 8 quarters since.
  • 1,995 funds tracked by Wall St. Rank held NVIDIA as of Q3 2026.

Based on Level Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.