Oak Wealth Advisors
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Oak Wealth Advisors’s NVIDIA NVDA Stock Holding History

Oak Wealth Advisors’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 		$942K Buy
4,126
+121
+3% +$25.9K 0.42% 32
2026
Q2 		$801K Buy
4,005
+274
+7% +$56.3K 0.38% 34
2026
Q1 		$651K Buy
3,731
+1,550
+71% +$284K 0.36% 38
2025
Q4 		$407K Buy
2,181
+361
+20% +$67.2K 0.23% 43
2025
Q3 		$340K Hold
1,820
– – 0.2% 45
2025
Q2 		$288K Buy
+1,820
New +$229K 0.18% 50
2025
Q1 		– Sell
-1,820
Closed -$244K – 57
2024
Q4 		$244K Buy
+1,820
New +$251K 0.19% 54

Other funds holding NVDA

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Oak Wealth Advisors's NVDA Position: Q3 2026 in Review

Oak Wealth Advisors increased its NVIDIA (NVDA) stake by 3% in Q3 2026, buying an estimated $25.9K and bringing the position to 4,126 shares worth $942K. The position accounts for 0.42% of the portfolio, ranked #32.

Oak Wealth Advisors first reported a position in NVDA in Q4 2024 and has held it in 7 quarters since. 4,725 funds tracked by Wall St. Rank hold NVDA as of Q3 2026.

  • Oak Wealth Advisors held 4,126 shares of NVIDIA worth $942K as of Q3 2026.
  • Oak Wealth Advisors bought 121 NVIDIA shares in Q3 2026, an estimated $25.9K.
  • NVIDIA made up 0.42% of Oak Wealth Advisors's portfolio in Q3 2026, its #32 holding.
  • Oak Wealth Advisors first reported a position in NVIDIA in Q4 2024 and has held it in 7 quarters since.
  • 4,725 funds tracked by Wall St. Rank held NVIDIA as of Q3 2026.

Based on Oak Wealth Advisors's 13F filing for Q3 2026, filed 9 Nov 2026.