Optivise Advisory Services
NVDA icon

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
Q3 		$3.9M Buy
17,081
+374
+2% +$80.2K 1.92% 9
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

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Optivise Advisory Services's NVDA Position: Q3 2026 in Review

Optivise Advisory Services increased its NVIDIA (NVDA) stake by 2.2% in Q3 2026, buying an estimated $80.2K and bringing the position to 17,081 shares worth $3.9M. The position accounts for 1.92% of the portfolio, ranked #9.

Optivise Advisory Services first reported a position in NVDA in Q2 2024 and has held it in 10 quarters since. 2,009 funds tracked by Wall St. Rank hold NVDA as of Q3 2026.

  • Optivise Advisory Services held 17,081 shares of NVIDIA worth $3.9M as of Q3 2026.
  • Optivise Advisory Services bought 374 NVIDIA shares in Q3 2026, an estimated $80.2K.
  • NVIDIA made up 1.92% of Optivise Advisory Services's portfolio in Q3 2026, its #9 holding.
  • Optivise Advisory Services first reported a position in NVIDIA in Q2 2024 and has held it in 10 quarters since.
  • 2,009 funds tracked by Wall St. Rank held NVIDIA as of Q3 2026.

Based on Optivise Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.