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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
Q3 		– Sell
-1,831
Closed -$366K – 82
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

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Donor Advised Charitable Giving
Donor Advised Charitable Giving San Francisco, California $5.16B AUM 22.24% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Moneywise Inc's NVDA Position: Q3 2026 in Review

Moneywise Inc sold out of NVIDIA (NVDA) in Q3 2026, closing a stake of 1,831 shares — an estimated $366K sold.

Moneywise Inc first reported a position in NVDA in Q2 2024 and held it in 9 quarters. The position peaked at $366K in Q2 2026. 2,730 funds tracked by Wall St. Rank hold NVDA as of Q3 2026.

  • Moneywise Inc reported no remaining NVIDIA position as of Q3 2026 after selling out during the quarter.
  • Moneywise Inc sold 1,831 NVIDIA shares in Q3 2026, an estimated $366K.
  • Moneywise Inc first reported a position in NVIDIA in Q2 2024 and held it in 9 quarters.
  • Moneywise Inc's NVIDIA position peaked at $366K in Q2 2026.
  • 2,730 funds tracked by Wall St. Rank held NVIDIA as of Q3 2026.

Based on Moneywise Inc's 13F filing for Q3 2026, filed 30 Oct 2026.