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Moneywise Inc’s NVIDIA NVDA Stock Holding History

Moneywise Inc’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 		$366K Buy
1,831
+159
+10% +$32.7K 0.14% 64
2026
Q1 		$292K Sell
1,672
-192
-10% -$35.2K 0.13% 69
2025
Q4 		$348K Sell
1,864
-40
-2% -$7.45K 0.14% 65
2025
Q3 		$355K Hold
1,904
– – 0.16% 57
2025
Q2 		$301K Hold
1,904
– – 0.14% 63
2025
Q1 		$206K Hold
1,904
– – 0.11% 56
2024
Q4 		$256K Sell
1,904
-420
-18% -$57.9K 0.13% 46
2024
Q3 		$282K Sell
2,324
-7
-0.3% -$827 0.14% 52
2024
Q2 		$288K Buy
+2,331
New +$236K 0.15% 50

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
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

Moneywise Inc's NVDA Position: Q2 2026 in Review

Moneywise Inc increased its NVIDIA (NVDA) stake by 9.5% in Q2 2026, buying an estimated $32.7K and bringing the position to 1,831 shares worth $366K. The position accounts for 0.14% of the portfolio, ranked #64.

Moneywise Inc first reported a position in NVDA in Q2 2024 and has held it in 9 quarters since. 1,412 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Moneywise Inc held 1,831 shares of NVIDIA worth $366K as of Q2 2026.
  • Moneywise Inc bought 159 NVIDIA shares in Q2 2026, an estimated $32.7K.
  • NVIDIA made up 0.14% of Moneywise Inc's portfolio in Q2 2026, its #64 holding.
  • Moneywise Inc first reported a position in NVIDIA in Q2 2024 and has held it in 9 quarters since.
  • 1,412 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Moneywise Inc's 13F filing for Q2 2026, filed 21 Jul 2026.