Optivise Advisory Services’s NVIDIA NVDA Stock Holding History

Optivise 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	$3.34M	Sell	16,707 -201	-1%	-$41.3K	1.7%	11
2026 Q1	$2.95M	Buy	16,908 +229	+1%	+$42K	1.79%	9
2025 Q4	$3.11M	Buy	16,679 +159	+1%	+$29.6K	1.79%	10
2025 Q3	$3.08M	Buy	16,520 +1,606	+11%	+$280K	1.83%	9
2025 Q2	$2.36M	Sell	14,914 -246	-2%	-$31K	1.2%	14
2025 Q1	$1.64M	Sell	15,160 -645	-4%	-$81.7K	0.92%	22
2024 Q4	$2.12M	Buy	15,805 +2,728	+21%	+$376K	1.14%	17
2024 Q3	$1.59M	Buy	13,077 +64	+0.5%	+$7.56K	0.84%	32
2024 Q2	$1.61M	Buy	+13,013	New	+$1.32M	0.87%	28

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

Optivise Advisory Services's NVDA Position: Q2 2026 in Review

Optivise Advisory Services reduced its NVIDIA (NVDA) stake by 1.2% in Q2 2026, selling an estimated $41.3K and leaving 16,707 shares worth $3.34M. The position accounts for 1.7% of the portfolio, ranked #11.

Optivise Advisory Services first reported a position in NVDA in Q2 2024 and has held it in 9 quarters since. 2,047 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

Optivise Advisory Services held 16,707 shares of NVIDIA worth $3.34M as of Q2 2026.
Optivise Advisory Services sold 201 NVIDIA shares in Q2 2026, an estimated $41.3K.
NVIDIA made up 1.7% of Optivise Advisory Services's portfolio in Q2 2026, its #11 holding.
Optivise Advisory Services first reported a position in NVIDIA in Q2 2024 and has held it in 9 quarters since.
2,047 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Optivise Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.