Old North State Wealth Management’s NVIDIA NVDA Stock Holding History

Old North State Wealth Management’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	$8.16M	Buy	40,735 +1,285	+3%	+$264K	3.49%	5
2026 Q1	$6.88M	Buy	39,450 +3,237	+9%	+$594K	3.18%	5
2025 Q4	$6.76M	Buy	36,213 +584	+2%	+$109K	3.18%	4
2025 Q3	$6.65M	Buy	35,629 +82	+0.2%	+$14.3K	3.11%	5
2025 Q2	$5.62M	Buy	35,547 +5,484	+18%	+$690K	2.93%	7
2025 Q1	$3.26M	Buy	30,063 +2,420	+9%	+$307K	1.81%	18
2024 Q4	$3.71M	Buy	27,643 +459	+2%	+$63.3K	2.09%	13
2024 Q3	$3.3M	Buy	27,184 +3,777	+16%	+$446K	1.85%	18
2024 Q2	$2.89M	Buy	23,407 +6,387	+38%	+$646K	1.9%	19
2024 Q1	$1.54M	Buy	+17,020	New	+$1.23M	1%	33

Other funds holding NVDA

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

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 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

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 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

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

Old North State Wealth Management's NVDA Position: Q2 2026 in Review

Old North State Wealth Management increased its NVIDIA (NVDA) stake by 3.3% in Q2 2026, buying an estimated $264K and bringing the position to 40,735 shares worth $8.16M. The position accounts for 3.49% of the portfolio, ranked #5.

Old North State Wealth Management first reported a position in NVDA in Q1 2024 and has held it in 10 quarters since. 1,228 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

Old North State Wealth Management held 40,735 shares of NVIDIA worth $8.16M as of Q2 2026.
Old North State Wealth Management bought 1,285 NVIDIA shares in Q2 2026, an estimated $264K.
NVIDIA made up 3.49% of Old North State Wealth Management's portfolio in Q2 2026, its #5 holding.
Old North State Wealth Management first reported a position in NVIDIA in Q1 2024 and has held it in 10 quarters since.
1,228 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Old North State Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.