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 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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

DACG

Donor Advised Charitable Giving San Francisco, California $4.49B AUM 26.39% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Oak Wealth Advisors's NVDA Position: Q2 2026 in Review

Oak Wealth Advisors increased its NVIDIA (NVDA) stake by 7.3% in Q2 2026, buying an estimated $56.3K and bringing the position to 4,005 shares worth $801K. The position accounts for 0.38% of the portfolio, ranked #34.

Oak Wealth Advisors first reported a position in NVDA in Q4 2024 and has held it in 6 quarters since. 2,213 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

Oak Wealth Advisors held 4,005 shares of NVIDIA worth $801K as of Q2 2026.
Oak Wealth Advisors bought 274 NVIDIA shares in Q2 2026, an estimated $56.3K.
NVIDIA made up 0.38% of Oak Wealth Advisors's portfolio in Q2 2026, its #34 holding.
Oak Wealth Advisors first reported a position in NVIDIA in Q4 2024 and has held it in 6 quarters since.
2,213 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Oak Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.