NWS
NVDA icon

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 		– Hold
0
– – – 22
2026
Q1 		– Hold
0
– – – 20
2025
Q4 		– Hold
0
– – – 18

Other funds holding NVDA

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
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
DACG
Donor Advised Charitable Giving San Francisco, California $4.49B AUM 26.39% 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. 3,072 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.
  • 3,072 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.