McLean Asset Management
NVDA icon

McLean Asset Management’s NVIDIA NVDA Stock Holding History

McLean Asset 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
Q3 		$8.54M Sell
47,045
-1,228
-3% -$263K 1.14% 23
2026
Q2 		$9.7M Sell
48,273
-1,646
-3% -$338K 1.28% 21
2026
Q1 		$8.71M Sell
49,919
-272
-0.5% -$49.9K 1.52% 17
2025
Q4 		$9.19M Buy
50,191
+2,145
+4% +$399K 1.65% 16
2025
Q3 		$8.91M Buy
48,046
+400
+0.8% +$69.7K 1.84% 16
2025
Q2 		$7.49M Buy
47,646
+904
+2% +$114K 1.97% 16
2025
Q1 		$4.5M Sell
46,742
-1,187
-2% -$150K 1.49% 19
2024
Q4 		$6.44M Buy
47,929
+1,157
+2% +$159K 1.93% 14
2024
Q3 		$5.84M Buy
46,772
+27,486
+143% +$3.25M 1.76% 15
2024
Q2 		$2.6M Buy
19,286
+1,336
+7% +$135K 0.84% 23
2024
Q1 		$1.53M Buy
17,950
+220
+1% +$15.9K 0.52% 29
2023
Q4 		$871K Buy
17,730
+1,860
+12% +$86.2K 0.33% 42
2023
Q3 		$727K Buy
15,870
+10
+0.1% +$448 0.3% 47
2023
Q2 		$671K Sell
15,860
-21,070
-57% -$700K 0.26% 51
2023
Q1 		$1.03M Buy
36,930
+20,900
+130% +$452K 0.42% 33
2022
Q4 		$234K Sell
16,030
-2,490
-13% -$36.5K 0.08% 122
2022
Q3 		$224K Sell
18,520
-1,030
-5% -$16.3K 0.09% 114
2022
Q2 		$296K Sell
19,550
-120
-0.6% -$2.26K 0.12% 86
2022
Q1 		$537K Buy
19,670
+1,190
+6% +$29.8K 0.4% 48
2021
Q4 		$517K Buy
18,480
+8,480
+85% +$233K 0.2% 52
2021
Q3 		$247K Buy
+10,000
New +$208K 0.09% 113

Other funds holding NVDA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

McLean Asset Management's NVDA Position: Q3 2026 in Review

McLean Asset Management reduced its NVIDIA (NVDA) stake by 2.5% in Q3 2026, selling an estimated $263K and leaving 47,045 shares worth $8.54M. The position accounts for 1.14% of the portfolio, ranked #23.

McLean Asset Management first reported a position in NVDA in Q3 2021 and has held it in 21 quarters since. The position peaked at $9.7M in Q2 2026. 4,064 funds tracked by Wall St. Rank hold NVDA as of Q3 2026.

  • McLean Asset Management held 47,045 shares of NVIDIA worth $8.54M as of Q3 2026.
  • McLean Asset Management sold 1,228 NVIDIA shares in Q3 2026, an estimated $263K.
  • NVIDIA made up 1.14% of McLean Asset Management's portfolio in Q3 2026, its #23 holding.
  • McLean Asset Management first reported a position in NVIDIA in Q3 2021 and has held it in 21 quarters since.
  • McLean Asset Management's NVIDIA position peaked at $9.7M in Q2 2026.
  • 4,064 funds tracked by Wall St. Rank held NVIDIA as of Q3 2026.

Based on McLean Asset Management's 13F filing for Q3 2026, filed 6 Nov 2026.