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MBE Wealth Management’s NVIDIA NVDA Stock Holding History

MBE 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
Q2 		$2.31M Sell
11,565
-117
-1% -$24.1K 0.81% 22
2026
Q1 		$2.04M Sell
11,682
-338
-3% -$62K 0.85% 22
2025
Q4 		$2.24M Buy
12,020
+380
+3% +$70.7K 0.94% 21
2025
Q3 		$2.17M Sell
11,640
-4,040
-26% -$704K 0.94% 21
2025
Q2 		$2.48M Buy
15,680
+485
+3% +$61K 1.08% 20
2025
Q1 		$1.65M Buy
15,195
+2,657
+21% +$337K 0.79% 24
2024
Q4 		$1.68M Sell
12,538
-178
-1% -$24.5K 0.95% 19
2024
Q3 		$1.54M Buy
12,716
+1,186
+10% +$140K 0.85% 18
2024
Q2 		$1.42M Buy
11,530
+550
+5% +$55.6K 0.86% 18
2024
Q1 		$992K Sell
10,980
-20
-0.2% -$1.45K 0.61% 28
2023
Q4 		$545K Buy
11,000
+50
+0.5% +$2.32K 0.28% 43
2023
Q3 		$476K Hold
10,950
– – 0.27% 42
2023
Q2 		$463K Buy
10,950
+400
+4% +$13.3K 0.25% 45
2023
Q1 		$293K Buy
+10,550
New +$228K 0.17% 58
2022
Q2 		– Sell
-23,900
Closed -$652K – 66
2022
Q1 		$652K Sell
23,900
-1,520
-6% -$38.1K 0.39% 28
2021
Q4 		$748K Buy
25,420
+30
+0.1% +$825 0.38% 20
2021
Q3 		$526K Buy
25,390
+5,270
+26% +$109K 0.27% 24
2021
Q2 		$402K Hold
20,120
– – 0.21% 33
2021
Q1 		$269K Buy
20,120
+760
+4% +$10.2K 0.15% 45
2020
Q4 		$252K Buy
+19,360
New +$259K 0.17% 44
2020
Q2 		– Sell
-18,680
Closed -$123K – 367
2020
Q1 		$123K Buy
+18,680
New +$118K 0.12% 60

Other funds holding NVDA

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
DACG
Donor Advised Charitable Giving San Francisco, California $4.49B AUM 26.39% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

MBE Wealth Management's NVDA Position: Q2 2026 in Review

MBE Wealth Management reduced its NVIDIA (NVDA) stake by 1% in Q2 2026, selling an estimated $24.1K and leaving 11,565 shares worth $2.31M. The position accounts for 0.81% of the portfolio, ranked #22.

MBE Wealth Management first reported a position in NVDA in Q1 2020 and has held it in 21 quarters since. The position peaked at $2.48M in Q2 2025. 2,641 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • MBE Wealth Management held 11,565 shares of NVIDIA worth $2.31M as of Q2 2026.
  • MBE Wealth Management sold 117 NVIDIA shares in Q2 2026, an estimated $24.1K.
  • NVIDIA made up 0.81% of MBE Wealth Management's portfolio in Q2 2026, its #22 holding.
  • MBE Wealth Management first reported a position in NVIDIA in Q1 2020 and has held it in 21 quarters since.
  • MBE Wealth Management's NVIDIA position peaked at $2.48M in Q2 2025.
  • 2,641 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on MBE Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.