Pines Wealth Management
NVDA icon

Pines Wealth Management’s NVIDIA NVDA Stock Holding History

Pines 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 		$14.3M Sell
62,758
-361
-0.6% -$77.4K 4.07% 3
2026
Q2 		$12.6M Sell
63,119
-666
-1% -$137K 3.63% 3
2026
Q1 		$11.1M Sell
63,785
-1,357
-2% -$249K 3.6% 4
2025
Q4 		$12.1M Sell
65,142
-1,466
-2% -$273K 3.92% 2
2025
Q3 		$12.4M Buy
66,608
+778
+1% +$136K 4.19% 2
2025
Q2 		$10.5M Buy
65,830
+6,262
+11% +$788K 3.71% 3
2025
Q1 		$5.74M Buy
59,568
+1,702
+3% +$216K 2.65% 7
2024
Q4 		$7.86M Buy
+57,866
New +$7.98M 3.42% 4

Other funds holding NVDA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

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

Pines Wealth Management reduced its NVIDIA (NVDA) stake by 0.57% in Q3 2026, selling an estimated $77.4K and leaving 62,758 shares worth $14.3M. The position accounts for 4.07% of the portfolio, ranked #3.

Pines Wealth Management first reported a position in NVDA in Q4 2024 and has held it in 8 quarters since. 4,031 funds tracked by Wall St. Rank hold NVDA as of Q3 2026.

  • Pines Wealth Management held 62,758 shares of NVIDIA worth $14.3M as of Q3 2026.
  • Pines Wealth Management sold 361 NVIDIA shares in Q3 2026, an estimated $77.4K.
  • NVIDIA made up 4.07% of Pines Wealth Management's portfolio in Q3 2026, its #3 holding.
  • Pines Wealth Management first reported a position in NVIDIA in Q4 2024 and has held it in 8 quarters since.
  • 4,031 funds tracked by Wall St. Rank held NVIDIA as of Q3 2026.

Based on Pines Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.