MA
NVDA icon

McGrath & Associates’s NVIDIA NVDA Stock Holding History

McGrath & 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
Q2 		– Sell
-4,858
Closed -$847K – 41
2026
Q1 		$847K Hold
4,858
– – 1.25% 21
2025
Q4 		$906K Hold
4,858
– – 1.29% 22
2025
Q3 		$906K Buy
4,858
+50
+1% +$8.71K 1.35% 22
2025
Q2 		$760K Sell
4,808
-683
-12% -$86K 1.24% 23
2025
Q1 		$595K Buy
5,491
+1,747
+47% +$221K 1.09% 26
2024
Q4 		$503K Buy
+3,744
New +$516K 1.01% 27

Other funds holding NVDA

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
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
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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

McGrath & Associates's NVDA Position: Q2 2026 in Review

McGrath & Associates sold out of NVIDIA (NVDA) in Q2 2026, closing a stake of 4,858 shares — an estimated $847K sold.

McGrath & Associates first reported a position in NVDA in Q4 2024 and held it in 6 quarters. The position peaked at $906K in Q3 2025. 2,020 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • McGrath & Associates reported no remaining NVIDIA position as of Q2 2026 after selling out during the quarter.
  • McGrath & Associates sold 4,858 NVIDIA shares in Q2 2026, an estimated $847K.
  • McGrath & Associates first reported a position in NVIDIA in Q4 2024 and held it in 6 quarters.
  • McGrath & Associates's NVIDIA position peaked at $906K in Q3 2025.
  • 2,020 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on McGrath & Associates's 13F filing for Q2 2026, filed 14 Jul 2026.