Marshall & Sterling Wealth Advisors’s NVIDIA NVDA Stock Holding History

Marshall & Sterling Wealth Advisors’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	$1.23M	Buy	6,124 +2,652	+76%	+$545K	0.73%	33
2026 Q1	$605K	Hold	3,472	–	–	0.4%	46
2025 Q4	$647K	Sell	3,472 -1,669	-32%	-$311K	0.43%	43
2025 Q3	$958K	Sell	5,141 -59	-1%	-$10.3K	0.61%	32
2025 Q2	$820K	Buy	5,200 +288	+6%	+$36.2K	0.56%	35
2025 Q1	$532K	Buy	4,912 +2,316	+89%	+$294K	0.36%	55
2024 Q4	$349K	Buy	+2,596	New	+$358K	0.24%	65

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

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

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 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

Marshall & Sterling Wealth Advisors's NVDA Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors increased its NVIDIA (NVDA) stake by 76% in Q2 2026, buying an estimated $545K and bringing the position to 6,124 shares worth $1.23M. The position accounts for 0.73% of the portfolio, ranked #33.

Marshall & Sterling Wealth Advisors first reported a position in NVDA in Q4 2024 and has held it in 7 quarters since. 1,465 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

Marshall & Sterling Wealth Advisors held 6,124 shares of NVIDIA worth $1.23M as of Q2 2026.
Marshall & Sterling Wealth Advisors bought 2,652 NVIDIA shares in Q2 2026, an estimated $545K.
NVIDIA made up 0.73% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #33 holding.
Marshall & Sterling Wealth Advisors first reported a position in NVIDIA in Q4 2024 and has held it in 7 quarters since.
1,465 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.