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MinichMacGregor Wealth Management’s NVIDIA NVDA Stock Holding History

MinichMacGregor Wealth 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
Q2 		$18.6M Buy
92,994
+1,828
+2% +$376K 2.82% 7
2026
Q1 		$15.9M Buy
91,166
+7,418
+9% +$1.36M 2.81% 8
2025
Q4 		$15.8M Sell
83,748
-520
-0.6% -$96.8K 2.86% 8
2025
Q3 		$15.9M Buy
84,268
+2,041
+2% +$356K 3.09% 6
2025
Q2 		$13.1M Sell
82,227
-9,144
-10% -$1.15M 2.81% 10
2025
Q1 		$10.1M Sell
91,371
-5,494
-6% -$696K 2.25% 15
2024
Q4 		$13.2M Buy
96,865
+5,872
+6% +$809K 2.73% 9
2024
Q3 		$11.2M Buy
90,993
+4,455
+5% +$526K 2.4% 11
2024
Q2 		$10.8M Sell
86,538
-12,352
-12% -$1.25M 2.65% 10
2024
Q1 		$8.94M Sell
98,890
-36,440
-27% -$2.64M 2.28% 12
2023
Q4 		$6.7M Buy
135,330
+28,400
+27% +$1.32M 1.94% 18
2023
Q3 		$4.65M Sell
106,930
-38,640
-27% -$1.73M 1.54% 22
2023
Q2 		$6.16M Buy
145,570
+18,410
+14% +$611K 1.92% 16
2023
Q1 		$3.53M Sell
127,160
-24,300
-16% -$526K 1.17% 27
2022
Q4 		$2.21M Buy
151,460
+15,570
+11% +$228K 0.8% 25
2022
Q3 		$1.65M Buy
135,890
+15,910
+13% +$252K 0.66% 43
2022
Q2 		$1.82M Buy
119,980
+22,040
+23% +$416K 0.75% 32
2022
Q1 		$2.67M Buy
97,940
+13,540
+16% +$340K 0.85% 30
2021
Q4 		$2.48M Sell
84,400
-19,600
-19% -$539K 0.76% 34
2021
Q3 		$2.15M Buy
104,000
+11,520
+12% +$239K 0.73% 31
2021
Q2 		$1.85M Sell
92,480
-12,560
-12% -$201K 0.65% 33
2021
Q1 		$1.4M Buy
105,040
+16,560
+19% +$223K 0.52% 38
2020
Q4 		$1.16M Sell
88,480
-2,120
-2% -$28.4K 0.47% 38
2020
Q3 		$1.23M Buy
90,600
+3,400
+4% +$39.6K 0.58% 34
2020
Q2 		$828K Buy
+87,200
New +$706K 0.46% 32
2018
Q4 		– Sell
-9,800
Closed -$70K – 360
2018
Q3 		$70K Buy
9,800
+720
+8% +$4.68K 0.05% 103
2018
Q2 		$54K Buy
9,080
+400
+5% +$2.43K 0.04% 111
2018
Q1 		$50K Sell
8,680
-720
-8% -$4.23K 0.04% 112
2017
Q4 		$45K Sell
9,400
-240
-2% -$1.19K 0.04% 120
2017
Q3 		$43K Buy
9,640
+2,680
+39% +$11.1K 0.04% 114
2017
Q2 		$25K Sell
6,960
-2,480
-26% -$7.88K 0.02% 164
2017
Q1 		$25K Buy
9,440
+4,800
+103% +$12.8K 0.02% 155
2016
Q4 		$12K Sell
4,640
-5,080
-52% -$10.6K 0.01% 242
2016
Q3 		$16K Sell
9,720
-1,160
-11% -$1.71K 0.02% 204
2016
Q2 		$12K Sell
10,880
-7,600
-41% -$7.84K 0.01% 233
2016
Q1 		$16K Sell
18,480
-9,040
-33% -$6.89K 0.02% 195
2015
Q4 		$15K Buy
+27,520
New +$20.7K 0.01% 186

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
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
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM

MinichMacGregor Wealth Management's NVDA Position: Q2 2026 in Review

MinichMacGregor Wealth Management increased its NVIDIA (NVDA) stake by 2% in Q2 2026, buying an estimated $376K and bringing the position to 92,994 shares worth $18.6M. The position accounts for 2.82% of the portfolio, ranked #7.

MinichMacGregor Wealth Management first reported a position in NVDA in Q4 2015 and has held it in 37 quarters since. 2,776 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • MinichMacGregor Wealth Management held 92,994 shares of NVIDIA worth $18.6M as of Q2 2026.
  • MinichMacGregor Wealth Management bought 1,828 NVIDIA shares in Q2 2026, an estimated $376K.
  • NVIDIA made up 2.82% of MinichMacGregor Wealth Management's portfolio in Q2 2026, its #7 holding.
  • MinichMacGregor Wealth Management first reported a position in NVIDIA in Q4 2015 and has held it in 37 quarters since.
  • 2,776 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on MinichMacGregor Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.