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MBL Wealth’s NVIDIA NVDA Stock Holding History

MBL Wealth’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 		$13.4M Sell
67,175
-25,400
-27% -$5.22M 0.92% 21
2026
Q1 		$16.1M Buy
92,575
+213
+0.2% +$39.1K 1.22% 17
2025
Q4 		$17.2M Buy
92,362
+16,638
+22% +$3.1M 1.38% 16
2025
Q3 		$14.1M Sell
75,724
-1,398
-2% -$244K 1.23% 18
2025
Q2 		$12.2M Sell
77,122
-298
-0.4% -$37.5K 1.17% 18
2025
Q1 		$8.39M Buy
77,420
+6,561
+9% +$832K 0.85% 23
2024
Q4 		$9.52M Buy
70,859
+1,062
+2% +$146K 0.95% 20
2024
Q3 		$8.48M Buy
69,797
+520
+0.8% +$61.4K 0.91% 24
2024
Q2 		$8.56M Buy
69,277
+1,707
+3% +$173K 0.96% 26
2024
Q1 		$6.11M Sell
67,570
-3,020
-4% -$219K 0.69% 31
2023
Q4 		$3.5M Buy
70,590
+1,110
+2% +$51.4K 0.44% 42
2023
Q3 		$3.02M Buy
69,480
+400
+0.6% +$17.9K 0.43% 41
2023
Q2 		$2.92M Buy
69,080
+1,350
+2% +$44.8K 0.41% 41
2023
Q1 		$1.88M Buy
67,730
+3,450
+5% +$74.7K 0.29% 46
2022
Q4 		$939K Buy
64,280
+2,900
+5% +$42.5K 0.18% 68
2022
Q3 		$745K Buy
61,380
+1,930
+3% +$30.5K 0.16% 72
2022
Q2 		$901K Buy
59,450
+16,910
+40% +$319K 0.22% 66
2022
Q1 		$1.16M Buy
+42,540
New +$1.07M 0.28% 58
2021
Q1 		$261K Buy
19,560
+2,200
+13% +$29.6K 0.09% 128
2020
Q4 		$227K Buy
+17,360
New +$232K 0.09% 115

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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 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

MBL Wealth's NVDA Position: Q2 2026 in Review

MBL Wealth reduced its NVIDIA (NVDA) stake by 27% in Q2 2026, selling an estimated $5.22M and leaving 67,175 shares worth $13.4M. The position accounts for 0.92% of the portfolio, ranked #21.

MBL Wealth first reported a position in NVDA in Q4 2020 and has held it in 20 quarters since. The position peaked at $17.2M in Q4 2025. 2,916 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • MBL Wealth held 67,175 shares of NVIDIA worth $13.4M as of Q2 2026.
  • MBL Wealth sold 25,400 NVIDIA shares in Q2 2026, an estimated $5.22M.
  • NVIDIA made up 0.92% of MBL Wealth's portfolio in Q2 2026, its #21 holding.
  • MBL Wealth first reported a position in NVIDIA in Q4 2020 and has held it in 20 quarters since.
  • MBL Wealth's NVIDIA position peaked at $17.2M in Q4 2025.
  • 2,916 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on MBL Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.