Proactive Wealth Strategies
NVDA icon

Proactive Wealth Strategies’s NVIDIA NVDA Stock Holding History

Proactive Wealth Strategies’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 		$33.4M Buy
146,321
+6,886
+5% +$1.48M 5.16% 2
2026
Q2 		$27.9M Buy
139,435
+6,770
+5% +$1.39M 4.48% 2
2026
Q1 		$23.1M Buy
132,665
+69,746
+111% +$12.8M 4.35% 2
2025
Q4 		$11.7M Buy
62,919
+5,578
+10% +$1.04M 4.65% 2
2025
Q3 		$10.7M Buy
57,341
+119
+0.2% +$20.7K 4.61% 2
2025
Q2 		$9.04M Buy
57,222
+2,094
+4% +$264K 4.27% 2
2025
Q1 		$5.98M Buy
55,128
+3,509
+7% +$445K 3.19% 3
2024
Q4 		$6.93M Buy
51,619
+2,002
+4% +$276K 3.61% 2
2024
Q3 		$6.02M Buy
+49,617
New +$5.86M 3.35% 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
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Proactive Wealth Strategies's NVDA Position: Q3 2026 in Review

Proactive Wealth Strategies increased its NVIDIA (NVDA) stake by 4.9% in Q3 2026, buying an estimated $1.48M and bringing the position to 146,321 shares worth $33.4M. The position accounts for 5.16% of the portfolio, ranked #2.

Proactive Wealth Strategies first reported a position in NVDA in Q3 2024 and has held it in 9 quarters since. 4,182 funds tracked by Wall St. Rank hold NVDA as of Q3 2026.

  • Proactive Wealth Strategies held 146,321 shares of NVIDIA worth $33.4M as of Q3 2026.
  • Proactive Wealth Strategies bought 6,886 NVIDIA shares in Q3 2026, an estimated $1.48M.
  • NVIDIA made up 5.16% of Proactive Wealth Strategies's portfolio in Q3 2026, its #2 holding.
  • Proactive Wealth Strategies first reported a position in NVIDIA in Q3 2024 and has held it in 9 quarters since.
  • 4,182 funds tracked by Wall St. Rank held NVIDIA as of Q3 2026.

Based on Proactive Wealth Strategies's 13F filing for Q3 2026, filed 9 Nov 2026.