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MJT & Associates Financial Advisory’s NVIDIA NVDA Stock Holding History

MJT & Associates Financial Advisory’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 		$224K Sell
982
-3,363
-77% -$721K 0.15% 31
2026
Q2 		$869K Buy
4,345
+145
+3% +$29.8K 0.57% 17
2026
Q1 		$732K Buy
4,200
+119
+3% +$21.8K 0.54% 17
2025
Q4 		$761K Buy
4,081
+1
+0% +$186 0.57% 17
2025
Q3 		$761K Sell
4,080
-43
-1% -$7.5K 0.62% 15
2025
Q2 		$651K Buy
4,123
+127
+3% +$16K 0.81% 14
2025
Q1 		$433K Buy
+3,996
New +$506K 0.42% 29

Other funds holding NVDA

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
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
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 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

MJT & Associates Financial Advisory's NVDA Position: Q3 2026 in Review

MJT & Associates Financial Advisory reduced its NVIDIA (NVDA) stake by 77% in Q3 2026, selling an estimated $721K and leaving 982 shares worth $224K. The position accounts for 0.15% of the portfolio, ranked #31.

MJT & Associates Financial Advisory first reported a position in NVDA in Q1 2025 and has held it in 7 quarters since. The position peaked at $869K in Q2 2026. 566 funds tracked by Wall St. Rank hold NVDA as of Q3 2026.

  • MJT & Associates Financial Advisory held 982 shares of NVIDIA worth $224K as of Q3 2026.
  • MJT & Associates Financial Advisory sold 3,363 NVIDIA shares in Q3 2026, an estimated $721K.
  • NVIDIA made up 0.15% of MJT & Associates Financial Advisory's portfolio in Q3 2026, its #31 holding.
  • MJT & Associates Financial Advisory first reported a position in NVIDIA in Q1 2025 and has held it in 7 quarters since.
  • MJT & Associates Financial Advisory's NVIDIA position peaked at $869K in Q2 2026.
  • 566 funds tracked by Wall St. Rank held NVIDIA as of Q3 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q3 2026, filed 7 Oct 2026.