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 Q3	$385K	Sell	1,687 -1,943	-54%	-$417K	0.01%	94
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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Donor Advised Charitable Giving San Francisco, California $5.16B AUM 22.24% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Orgel Wealth Management's NVDA Position: Q3 2026 in Review

Orgel Wealth Management reduced its NVIDIA (NVDA) stake by 54% in Q3 2026, selling an estimated $417K and leaving 1,687 shares worth $385K. The position accounts for 0.01% of the portfolio, ranked #94.

Orgel Wealth Management first reported a position in NVDA in Q4 2021 and has held it in 5 quarters since. The position peaked at $726K in Q2 2026. 2,562 funds tracked by Wall St. Rank hold NVDA as of Q3 2026.

Orgel Wealth Management held 1,687 shares of NVIDIA worth $385K as of Q3 2026.
Orgel Wealth Management sold 1,943 NVIDIA shares in Q3 2026, an estimated $417K.
NVIDIA made up 0.01% of Orgel Wealth Management's portfolio in Q3 2026, its #94 holding.
Orgel Wealth Management first reported a position in NVIDIA in Q4 2021 and has held it in 5 quarters since.
Orgel Wealth Management's NVIDIA position peaked at $726K in Q2 2026.
2,562 funds tracked by Wall St. Rank held NVIDIA as of Q3 2026.

Based on Orgel Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.