Orgel Wealth Management’s NVIDIA NVDA Stock Holding History

Orgel 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	$726K	Buy	+3,630	New	+$746K	0.01%	71
2024 Q1	–	Sell	-5,120	Closed	-$254K	–	83
2023 Q4	$254K	Sell	5,120 -1,390	-21%	-$64.4K	0.01%	77
2023 Q3	$283K	Buy	+6,510	New	+$292K	0.01%	70
2022 Q1	–	Sell	-9,040	Closed	-$266K	–	68
2021 Q4	$266K	Buy	+9,040	New	+$249K	0.03%	51

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

PensionDanmark Copenhagen O, Denmark $12B AUM

Orgel Wealth Management's NVDA Position: Q2 2026 in Review

Orgel Wealth Management opened a new position in NVIDIA (NVDA) in Q2 2026: 3,630 shares worth $726K. The stake represents 0.01% of the portfolio and ranks #71 among its holdings. This is a return to the name: Orgel Wealth Management previously reported a position in NVDA as recently as Q4 2023.

Orgel Wealth Management first reported a position in NVDA in Q4 2021 and has held it in 4 quarters since. 1,080 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

Orgel Wealth Management held 3,630 shares of NVIDIA worth $726K as of Q2 2026.
NVIDIA was a new Orgel Wealth Management position in Q2 2026.
NVIDIA made up 0.01% of Orgel Wealth Management's portfolio in Q2 2026, its #71 holding.
Orgel Wealth Management first reported a position in NVIDIA in Q4 2021 and has held it in 4 quarters since.
1,080 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Orgel Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.