PTM Wealth Management
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PTM Wealth Management’s NVIDIA NVDA Stock Holding History

PTM 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 		$996K Sell
4,163
-172
-4% -$36.9K 0.42% 17
2026
Q2 		$897K Buy
4,335
+679
+19% +$140K 0.4% 19
2026
Q1 		$649K Buy
3,656
+1,746
+91% +$320K 0.34% 23
2025
Q4 		$359K Hold
1,910
– – 0.2% 39
2025
Q3 		$354K Sell
1,910
-400
-17% -$69.7K 0.21% 34
2025
Q2 		$368K Sell
2,310
-409
-15% -$51.5K 0.24% 31
2025
Q1 		$262K Buy
+2,719
New +$345K 0.28% 32

Other funds holding NVDA

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Donor Advised Charitable Giving
Donor Advised Charitable Giving San Francisco, California $5.16B AUM 22.24% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

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

PTM Wealth Management reduced its NVIDIA (NVDA) stake by 4% in Q3 2026, selling an estimated $36.9K and leaving 4,163 shares worth $996K. The position accounts for 0.42% of the portfolio, ranked #17.

PTM Wealth Management first reported a position in NVDA in Q1 2025 and has held it in 7 quarters since. 2,709 funds tracked by Wall St. Rank hold NVDA as of Q3 2026.

  • PTM Wealth Management held 4,163 shares of NVIDIA worth $996K as of Q3 2026.
  • PTM Wealth Management sold 172 NVIDIA shares in Q3 2026, an estimated $36.9K.
  • NVIDIA made up 0.42% of PTM Wealth Management's portfolio in Q3 2026, its #17 holding.
  • PTM Wealth Management first reported a position in NVIDIA in Q1 2025 and has held it in 7 quarters since.
  • 2,709 funds tracked by Wall St. Rank held NVIDIA as of Q3 2026.

Based on PTM Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.