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Painted Porch Advisors’s NVIDIA NVDA Stock Holding History

Painted Porch 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 		$364K Sell
1,820
-68
-4% -$14K 0.16% 57
2026
Q1 		$329K Sell
1,888
-304
-14% -$55.8K 0.16% 53
2025
Q4 		$409K Buy
2,192
+61
+3% +$11.4K 0.16% 47
2025
Q3 		$398K Buy
2,131
+34
+2% +$5.93K 0.15% 53
2025
Q2 		$331K Sell
2,097
-734
-26% -$92.4K 0.14% 52
2025
Q1 		$307K Sell
2,831
-305
-10% -$38.7K 0.13% 52
2024
Q4 		$421K Buy
3,136
+380
+14% +$52.4K 0.21% 49
2024
Q3 		$335K Sell
2,756
-1,770
-39% -$209K 0.17% 49
2024
Q2 		$559K Buy
4,526
+196
+5% +$19.8K 0.32% 38
2024
Q1 		$391K Buy
+4,330
New +$314K 0.24% 44

Other funds holding NVDA

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Handelsbanken Fonder
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
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Painted Porch Advisors's NVDA Position: Q2 2026 in Review

Painted Porch Advisors reduced its NVIDIA (NVDA) stake by 3.6% in Q2 2026, selling an estimated $14K and leaving 1,820 shares worth $364K. The position accounts for 0.16% of the portfolio, ranked #57.

Painted Porch Advisors first reported a position in NVDA in Q1 2024 and has held it in 10 quarters since. The position peaked at $559K in Q2 2024. 2,020 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Painted Porch Advisors held 1,820 shares of NVIDIA worth $364K as of Q2 2026.
  • Painted Porch Advisors sold 68 NVIDIA shares in Q2 2026, an estimated $14K.
  • NVIDIA made up 0.16% of Painted Porch Advisors's portfolio in Q2 2026, its #57 holding.
  • Painted Porch Advisors first reported a position in NVIDIA in Q1 2024 and has held it in 10 quarters since.
  • Painted Porch Advisors's NVIDIA position peaked at $559K in Q2 2024.
  • 2,020 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Painted Porch Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.