Precedent Wealth Partners’s NVIDIA NVDA Stock Holding History

Precedent Wealth Partners’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	$2.57M	Buy	12,823 +2,636	+26%	+$542K	0.43%	69
2026 Q1	$1.78M	Sell	10,187 -320	-3%	-$58.7K	0.36%	86
2025 Q4	$1.96M	Buy	10,507 +179	+2%	+$33.3K	0.41%	74
2025 Q3	$1.93M	Buy	10,328 +10	+0.1%	+$1.74K	0.42%	73
2025 Q2	$1.63M	Buy	10,318 +57	+0.6%	+$7.17K	0.4%	75
2025 Q1	$1.11M	Buy	10,261 +223	+2%	+$28.3K	0.31%	88
2024 Q4	$1.35M	Sell	10,038 -93	-0.9%	-$12.8K	0.44%	65
2024 Q3	$1.23M	Sell	10,131 -1,051	-9%	-$124K	0.41%	69
2024 Q2	$1.38M	Sell	11,182 -58	-0.5%	-$5.86K	0.56%	41
2024 Q1	$1.02M	Sell	11,240 -5,660	-33%	-$410K	0.44%	62
2023 Q4	$837K	Buy	+16,900	New	+$783K	0.43%	61

Other funds holding NVDA

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Precedent Wealth Partners's NVDA Position: Q2 2026 in Review

Precedent Wealth Partners increased its NVIDIA (NVDA) stake by 26% in Q2 2026, buying an estimated $542K and bringing the position to 12,823 shares worth $2.57M. The position accounts for 0.43% of the portfolio, ranked #69.

Precedent Wealth Partners first reported a position in NVDA in Q4 2023 and has held it in 11 quarters since. 2,020 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

Precedent Wealth Partners held 12,823 shares of NVIDIA worth $2.57M as of Q2 2026.
Precedent Wealth Partners bought 2,636 NVIDIA shares in Q2 2026, an estimated $542K.
NVIDIA made up 0.43% of Precedent Wealth Partners's portfolio in Q2 2026, its #69 holding.
Precedent Wealth Partners first reported a position in NVIDIA in Q4 2023 and has held it in 11 quarters since.
2,020 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Precedent Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.