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Meriwether Wealth & Planning’s NVIDIA NVDA Stock Holding History

Meriwether Wealth & Planning’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 		$1.71M Buy
8,528
+155
+2% +$31.9K 0.85% 22
2026
Q1 		$1.46M Buy
8,373
+382
+5% +$70.1K 0.8% 24
2025
Q4 		$1.49M Sell
7,991
-169
-2% -$31.5K 0.84% 20
2025
Q3 		$1.52M Buy
8,160
+439
+6% +$76.5K 0.88% 18
2025
Q2 		$1.22M Buy
7,721
+145
+2% +$18.2K 0.76% 24
2025
Q1 		$821K Sell
7,576
-439
-5% -$55.6K 0.54% 45
2024
Q4 		$1.08M Buy
+8,015
New +$1.1M 0.77% 29

Other funds holding NVDA

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 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
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM

Meriwether Wealth & Planning's NVDA Position: Q2 2026 in Review

Meriwether Wealth & Planning increased its NVIDIA (NVDA) stake by 1.9% in Q2 2026, buying an estimated $31.9K and bringing the position to 8,528 shares worth $1.71M. The position accounts for 0.85% of the portfolio, ranked #22.

Meriwether Wealth & Planning first reported a position in NVDA in Q4 2024 and has held it in 7 quarters since. 1,080 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Meriwether Wealth & Planning held 8,528 shares of NVIDIA worth $1.71M as of Q2 2026.
  • Meriwether Wealth & Planning bought 155 NVIDIA shares in Q2 2026, an estimated $31.9K.
  • NVIDIA made up 0.85% of Meriwether Wealth & Planning's portfolio in Q2 2026, its #22 holding.
  • Meriwether Wealth & Planning first reported a position in NVIDIA in Q4 2024 and has held it in 7 quarters since.
  • 1,080 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q2 2026, filed 8 Jul 2026.