MWA
NVDA icon

Martel Wealth Advisors’s NVIDIA NVDA Stock Holding History

Martel 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 		$868K Buy
4,340
+2,033
+88% +$418K 0.14% 30
2026
Q1 		$402K Hold
2,307
– – 0.07% 51
2025
Q4 		$430K Sell
2,307
-60
-3% -$11.2K 0.07% 48
2025
Q3 		$442K Hold
2,367
– – 0.08% 46
2025
Q2 		$374K Buy
2,367
+214
+10% +$26.9K 0.07% 51
2025
Q1 		$233K Sell
2,153
-707
-25% -$89.6K 0.05% 66
2024
Q4 		$384K Hold
2,860
– – 0.08% 51
2024
Q3 		$357K Hold
2,860
– – 0.07% 36
2024
Q2 		$353K Sell
2,860
-160
-5% -$16.2K 0.08% 37
2024
Q1 		$273K Sell
3,020
-1,360
-31% -$98.6K 0.06% 40
2023
Q4 		$217K Buy
+4,380
New +$203K 0.05% 52
2022
Q2 		– Sell
-17,560
Closed -$479K – 49
2022
Q1 		$479K Buy
+17,560
New +$440K 0.12% 35

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
P
PensionDanmark Copenhagen O, Denmark $12B AUM

Martel Wealth Advisors's NVDA Position: Q2 2026 in Review

Martel Wealth Advisors increased its NVIDIA (NVDA) stake by 88% in Q2 2026, buying an estimated $418K and bringing the position to 4,340 shares worth $868K. The position accounts for 0.14% of the portfolio, ranked #30.

Martel Wealth Advisors first reported a position in NVDA in Q1 2022 and has held it in 12 quarters since. 1,080 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Martel Wealth Advisors held 4,340 shares of NVIDIA worth $868K as of Q2 2026.
  • Martel Wealth Advisors bought 2,033 NVIDIA shares in Q2 2026, an estimated $418K.
  • NVIDIA made up 0.14% of Martel Wealth Advisors's portfolio in Q2 2026, its #30 holding.
  • Martel Wealth Advisors first reported a position in NVIDIA in Q1 2022 and has held it in 12 quarters since.
  • 1,080 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Martel Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.