Pacific Capital Wealth Advisors’s NVIDIA NVDA Stock Holding History

Pacific Capital Wealth Advisors’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	$1.22M	Hold	6,099	–	–	0.18%	37
2026 Q1	$1.06M	Buy	6,099 +1,097	+22%	+$201K	0.18%	37
2025 Q4	$933K	Sell	5,002 -674	-12%	-$125K	0.16%	40
2025 Q3	$1.06M	Sell	5,676 -575	-9%	-$100K	0.18%	37
2025 Q2	$989K	Sell	6,251 -247	-4%	-$31.1K	0.18%	39
2025 Q1	$704K	Hold	6,498	–	–	0.12%	47
2024 Q4	$873K	Sell	6,498 -109	-2%	-$15K	0.15%	43
2024 Q3	$802K	Buy	6,607 +360	+6%	+$42.5K	0.13%	46
2024 Q2	$772K	Buy	6,247 +4,217	+208%	+$426K	0.14%	41
2024 Q1	$183K	Buy	2,030 +180	+10%	+$13K	0.04%	67
2023 Q4	$91.6K	Buy	+1,850	New	+$85.7K	0.02%	102
2020 Q4	–	Sell	-3,080	Closed	-$42K	–	150
2020 Q3	$42K	Buy	+3,080	New	+$35.8K	0.03%	112

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

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

Pacific Capital Wealth Advisors's NVDA Position: Q2 2026 in Review

Pacific Capital Wealth Advisors held its NVIDIA (NVDA) position steady in Q2 2026 at 6,099 shares worth $1.22M. The position accounts for 0.18% of the portfolio, ranked #37.

Pacific Capital Wealth Advisors first reported a position in NVDA in Q3 2020 and has held it in 12 quarters since. 1,228 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

Pacific Capital Wealth Advisors held 6,099 shares of NVIDIA worth $1.22M as of Q2 2026.
Pacific Capital Wealth Advisors left its NVIDIA share count unchanged in Q2 2026.
NVIDIA made up 0.18% of Pacific Capital Wealth Advisors's portfolio in Q2 2026, its #37 holding.
Pacific Capital Wealth Advisors first reported a position in NVIDIA in Q3 2020 and has held it in 12 quarters since.
1,228 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Pacific Capital Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.