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Portus Wealth Advisors’s NVIDIA NVDA Stock Holding History

Portus 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
Q3 		$3.23M Sell
14,148
-59
-0.4% -$12.6K 2.66% 9
2026
Q2 		$2.84M Sell
14,207
-443
-3% -$91.1K 2.34% 12
2026
Q1 		$2.55M Sell
14,650
-110
-0.7% -$20.2K 2.41% 9
2025
Q4 		$2.75M Buy
14,760
+532
+4% +$99K 2.6% 10
2025
Q3 		$2.65M Buy
+14,228
New +$2.48M 2.65% 10

Other funds holding NVDA

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
AF
Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return

Portus Wealth Advisors's NVDA Position: Q3 2026 in Review

Portus Wealth Advisors reduced its NVIDIA (NVDA) stake by 0.42% in Q3 2026, selling an estimated $12.6K and leaving 14,148 shares worth $3.23M. The position accounts for 2.66% of the portfolio, ranked #9.

Portus Wealth Advisors first reported a position in NVDA in Q3 2025 and has held it in 5 quarters since. 472 funds tracked by Wall St. Rank hold NVDA as of Q3 2026.

  • Portus Wealth Advisors held 14,148 shares of NVIDIA worth $3.23M as of Q3 2026.
  • Portus Wealth Advisors sold 59 NVIDIA shares in Q3 2026, an estimated $12.6K.
  • NVIDIA made up 2.66% of Portus Wealth Advisors's portfolio in Q3 2026, its #9 holding.
  • Portus Wealth Advisors first reported a position in NVIDIA in Q3 2025 and has held it in 5 quarters since.
  • 472 funds tracked by Wall St. Rank held NVIDIA as of Q3 2026.

Based on Portus Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.