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National Wealth Management Group’s NVIDIA NVDA Stock Holding History

National Wealth Management Group’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 		$10.5M Buy
52,551
+824
+2% +$169K 3.25% 3
2026
Q1 		$9.02M Sell
51,727
-6,437
-11% -$1.18M 3.36% 5
2025
Q4 		$10.8M Buy
58,164
+2,775
+5% +$517K 3.76% 3
2025
Q3 		$10.3M Buy
55,389
+12,714
+30% +$2.22M 3.89% 4
2025
Q2 		$6.74M Buy
42,675
+273
+0.6% +$34.4K 3.78% 4
2025
Q1 		$4.6M Buy
42,402
+1,644
+4% +$208K 3.02% 7
2024
Q4 		$5.47M Buy
40,758
+505
+1% +$69.6K 3.64% 5
2024
Q3 		$4.89M Buy
40,253
+679
+2% +$80.2K 3.31% 7
2024
Q2 		$4.89M Buy
39,574
+8,934
+29% +$903K 3.72% 5
2024
Q1 		$2.77M Buy
30,640
+3,860
+14% +$280K 2.15% 13
2023
Q4 		$1.33M Sell
26,780
-110
-0.4% -$5.1K 1.28% 24
2023
Q3 		$1.17M Sell
26,890
-13,080
-33% -$586K 1.27% 24
2023
Q2 		$1.79M Buy
39,970
+1,370
+4% +$45.5K 1.86% 14
2023
Q1 		$1.09M Buy
38,600
+20,330
+111% +$440K 1.25% 23
2022
Q4 		$267K Buy
18,270
+590
+3% +$8.65K 0.32% 100
2022
Q3 		$215K Buy
17,680
+700
+4% +$11.1K 0.28% 113
2022
Q2 		$257K Sell
16,980
-12,340
-42% -$233K 0.32% 81
2022
Q1 		$800K Sell
29,320
-510
-2% -$12.8K 0.77% 38
2021
Q4 		$877K Buy
+29,830
New +$821K 0.82% 35

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

National Wealth Management Group's NVDA Position: Q2 2026 in Review

National Wealth Management Group increased its NVIDIA (NVDA) stake by 1.6% in Q2 2026, buying an estimated $169K and bringing the position to 52,551 shares worth $10.5M. The position accounts for 3.25% of the portfolio, ranked #3.

National Wealth Management Group first reported a position in NVDA in Q4 2021 and has held it in 19 quarters since. The position peaked at $10.8M in Q4 2025. 1,412 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • National Wealth Management Group held 52,551 shares of NVIDIA worth $10.5M as of Q2 2026.
  • National Wealth Management Group bought 824 NVIDIA shares in Q2 2026, an estimated $169K.
  • NVIDIA made up 3.25% of National Wealth Management Group's portfolio in Q2 2026, its #3 holding.
  • National Wealth Management Group first reported a position in NVIDIA in Q4 2021 and has held it in 19 quarters since.
  • National Wealth Management Group's NVIDIA position peaked at $10.8M in Q4 2025.
  • 1,412 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on National Wealth Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.