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Nvest Wealth Strategies’s NVIDIA NVDA Stock Holding History

Nvest Wealth Strategies’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 		$1.3M Sell
6,479
-435
-6% -$89.4K 0.81% 17
2026
Q1 		$1.21M Sell
6,914
-5
-0.1% -$917 0.84% 17
2025
Q4 		$1.29M Buy
+6,919
New +$1.29M 0.95% 16

Other funds holding NVDA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Nvest Wealth Strategies's NVDA Position: Q2 2026 in Review

Nvest Wealth Strategies reduced its NVIDIA (NVDA) stake by 6.3% in Q2 2026, selling an estimated $89.4K and leaving 6,479 shares worth $1.3M. The position accounts for 0.81% of the portfolio, ranked #17.

Nvest Wealth Strategies first reported a position in NVDA in Q4 2025 and has held it in 3 quarters since. 3,905 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Nvest Wealth Strategies held 6,479 shares of NVIDIA worth $1.3M as of Q2 2026.
  • Nvest Wealth Strategies sold 435 NVIDIA shares in Q2 2026, an estimated $89.4K.
  • NVIDIA made up 0.81% of Nvest Wealth Strategies's portfolio in Q2 2026, its #17 holding.
  • Nvest Wealth Strategies first reported a position in NVIDIA in Q4 2025 and has held it in 3 quarters since.
  • 3,905 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Nvest Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.