Matrix Asset Advisors’s NVIDIA NVDA Stock Holding History

Matrix Asset 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 Q3	$1.36M	Sell	5,970 -120	-2%	-$25.7K	0.11%	60
2026 Q2	$1.22M	Sell	6,090 -1,765	-22%	-$363K	0.1%	63
2026 Q1	$1.37M	Sell	7,855 -200	-2%	-$36.7K	0.13%	59
2025 Q4	$1.5M	Sell	8,055 -303	-4%	-$56.4K	0.14%	57
2025 Q3	$1.56M	Sell	8,358 -63	-0.7%	-$11K	0.14%	57
2025 Q2	$1.33M	Sell	8,421 -2,475	-23%	-$311K	0.13%	57
2025 Q1	$1.18M	Buy	10,896 +2,129	+24%	+$270K	0.13%	57
2024 Q4	$1.18M	Sell	8,767 -40	-0.5%	-$5.51K	0.13%	58
2024 Q3	$1.07M	Buy	8,807 +107	+1%	+$12.6K	0.12%	57
2024 Q2	$1.08M	Buy	8,700 +1,100	+14%	+$111K	0.13%	59
2024 Q1	$687K	Hold	7,600	–	–	0.08%	62
2023 Q4	$376K	Buy	7,600 +1,870	+33%	+$86.7K	0.05%	70
2023 Q3	$249K	Hold	5,730	–	–	0.04%	80
2023 Q2	$242K	Buy	+5,730	New	+$190K	0.03%	87

Other funds holding NVDA

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Matrix Asset Advisors's NVDA Position: Q3 2026 in Review

Matrix Asset Advisors reduced its NVIDIA (NVDA) stake by 2% in Q3 2026, selling an estimated $25.7K and leaving 5,970 shares worth $1.36M. The position accounts for 0.11% of the portfolio, ranked #60.

Matrix Asset Advisors first reported a position in NVDA in Q2 2023 and has held it in 14 quarters since. The position peaked at $1.56M in Q3 2025. 3,682 funds tracked by Wall St. Rank hold NVDA as of Q3 2026.

Matrix Asset Advisors held 5,970 shares of NVIDIA worth $1.36M as of Q3 2026.
Matrix Asset Advisors sold 120 NVIDIA shares in Q3 2026, an estimated $25.7K.
NVIDIA made up 0.11% of Matrix Asset Advisors's portfolio in Q3 2026, its #60 holding.
Matrix Asset Advisors first reported a position in NVIDIA in Q2 2023 and has held it in 14 quarters since.
Matrix Asset Advisors's NVIDIA position peaked at $1.56M in Q3 2025.
3,682 funds tracked by Wall St. Rank held NVIDIA as of Q3 2026.

Based on Matrix Asset Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.