One Wealth Management Investment & Advisory Services’s NVIDIA NVDA Stock Holding History

One Wealth Management Investment & Advisory Services’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	$9.48M	Sell	47,386 -4,970	-9%	-$1.02M	9.95%	3
2026 Q1	$9.13M	Sell	52,356 -3,165	-6%	-$581K	11%	2
2025 Q4	$10.4M	Buy	55,521 +730	+1%	+$136K	11.29%	2
2025 Q3	$10.2M	Buy	54,791 +642	+1%	+$112K	11.87%	2
2025 Q2	$8.55M	Buy	54,149 +1,622	+3%	+$204K	11.02%	2
2025 Q1	$5.69M	Buy	52,527 +3,974	+8%	+$504K	9.43%	3
2024 Q4	$6.52M	Sell	48,553 -43	-0.1%	-$5.93K	10.34%	3
2024 Q3	$5.9M	Sell	48,596 -12,921	-21%	-$1.53M	10.35%	2
2024 Q2	$7.6M	Buy	61,517 +407	+0.7%	+$41.1K	3.02%	8
2024 Q1	$5.52M	Sell	61,110 -20,960	-26%	-$1.52M	2.26%	8
2023 Q4	$4.06M	Buy	+82,070	New	+$3.8M	1.81%	11

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

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

One Wealth Management Investment & Advisory Services's NVDA Position: Q2 2026 in Review

One Wealth Management Investment & Advisory Services reduced its NVIDIA (NVDA) stake by 9.5% in Q2 2026, selling an estimated $1.02M and leaving 47,386 shares worth $9.48M. The position accounts for 9.95% of the portfolio, ranked #3.

One Wealth Management Investment & Advisory Services first reported a position in NVDA in Q4 2023 and has held it in 11 quarters since. The position peaked at $10.4M in Q4 2025. 2,020 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

One Wealth Management Investment & Advisory Services held 47,386 shares of NVIDIA worth $9.48M as of Q2 2026.
One Wealth Management Investment & Advisory Services sold 4,970 NVIDIA shares in Q2 2026, an estimated $1.02M.
NVIDIA made up 9.95% of One Wealth Management Investment & Advisory Services's portfolio in Q2 2026, its #3 holding.
One Wealth Management Investment & Advisory Services first reported a position in NVIDIA in Q4 2023 and has held it in 11 quarters since.
One Wealth Management Investment & Advisory Services's NVIDIA position peaked at $10.4M in Q4 2025.
2,020 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on One Wealth Management Investment & Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.