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McAlister Sweet & Associates’s NVIDIA NVDA Stock Holding History

McAlister Sweet & Associates’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 		$978K Buy
4,282
+100
+2% +$21.4K 0.62% 18
2026
Q2 		$837K Sell
4,182
-5,000
-54% -$1.03M 0.45% 22
2026
Q1 		$1.6M Buy
9,182
+750
+9% +$138K 1% 19
2025
Q4 		$1.57M Buy
8,432
+5,100
+153% +$949K 1.19% 15
2025
Q3 		$622K Sell
3,332
-10,500
-76% -$1.83M 0.41% 18
2025
Q2 		$2.19M Sell
13,832
-33,421
-71% -$4.21M 1.94% 14
2025
Q1 		$5.12M Sell
47,253
-2,319
-5% -$294K 3.88% 9
2024
Q4 		$6.66M Buy
49,572
+509
+1% +$70.2K 4.74% 5
2024
Q3 		$5.96M Buy
49,063
+6,627
+16% +$783K 4.92% 5
2024
Q2 		$5.24M Buy
42,436
+28,186
+198% +$2.85M 3.77% 7
2024
Q1 		$1.29M Hold
14,250
– – 1.01% 17
2023
Q4 		$706K Sell
14,250
-4,250
-23% -$197K 0.66% 19
2023
Q3 		$805K Buy
18,500
+8,250
+80% +$370K 0.68% 19
2023
Q2 		$434K Hold
10,250
– – 0.37% 23
2023
Q1 		$285K Buy
+10,250
New +$222K 0.31% 20
2022
Q3 		– Sell
-42,100
Closed -$638K – 31
2022
Q2 		$638K Buy
42,100
+6,550
+18% +$124K 0.65% 26
2022
Q1 		$970K Buy
35,550
+22,550
+173% +$566K 1.03% 17
2021
Q4 		$382K Buy
+13,000
New +$358K 0.33% 25

Other funds holding NVDA

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

McAlister Sweet & Associates's NVDA Position: Q3 2026 in Review

McAlister Sweet & Associates increased its NVIDIA (NVDA) stake by 2.4% in Q3 2026, buying an estimated $21.4K and bringing the position to 4,282 shares worth $978K. The position accounts for 0.62% of the portfolio, ranked #18.

McAlister Sweet & Associates first reported a position in NVDA in Q4 2021 and has held it in 18 quarters since. The position peaked at $6.66M in Q4 2024. 331 funds tracked by Wall St. Rank hold NVDA as of Q3 2026.

  • McAlister Sweet & Associates held 4,282 shares of NVIDIA worth $978K as of Q3 2026.
  • McAlister Sweet & Associates bought 100 NVIDIA shares in Q3 2026, an estimated $21.4K.
  • NVIDIA made up 0.62% of McAlister Sweet & Associates's portfolio in Q3 2026, its #18 holding.
  • McAlister Sweet & Associates first reported a position in NVIDIA in Q4 2021 and has held it in 18 quarters since.
  • McAlister Sweet & Associates's NVIDIA position peaked at $6.66M in Q4 2024.
  • 331 funds tracked by Wall St. Rank held NVIDIA as of Q3 2026.

Based on McAlister Sweet & Associates's 13F filing for Q3 2026, filed 7 Oct 2026.