Refined Wealth Management
NVDA icon

Refined Wealth Management’s NVIDIA NVDA Stock Holding History

Refined 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 		$1.11M Buy
4,847
+19
+0.4% +$4.07K 0.62% 23
2026
Q2 		$966K Sell
4,828
-20
-0.4% -$4.11K 0.58% 23
2026
Q1 		$845K Sell
4,848
-1,962
-29% -$360K 0.53% 24
2025
Q4 		$1.27M Buy
6,810
+1,925
+39% +$358K 0.85% 18
2025
Q3 		$911K Buy
4,885
+15
+0.3% +$2.62K 0.59% 20
2025
Q2 		$769K Sell
4,870
-65
-1% -$8.18K 0.53% 20
2025
Q1 		$535K Sell
4,935
-127
-3% -$16.1K 0.44% 22
2024
Q4 		$680K Hold
5,062
– – 0.52% 20
2024
Q3 		$615K Sell
5,062
-560
-10% -$66.1K 0.47% 20
2024
Q2 		$695K Sell
5,622
-998
-15% -$101K 0.54% 20
2024
Q1 		$598K Hold
6,620
– – 0.42% 22
2023
Q4 		$328K Hold
6,620
– – 0.26% 22
2023
Q3 		$288K Sell
6,620
-240
-3% -$10.8K 0.26% 22
2023
Q2 		$290K Buy
+6,860
New +$228K 0.24% 22
2022
Q2 		– Sell
-8,240
Closed -$225K – 27
2022
Q1 		$225K Buy
+8,240
New +$207K 0.19% 23

Other funds holding NVDA

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 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
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

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

Refined Wealth Management increased its NVIDIA (NVDA) stake by 0.39% in Q3 2026, buying an estimated $4.07K and bringing the position to 4,847 shares worth $1.11M. The position accounts for 0.62% of the portfolio, ranked #23.

Refined Wealth Management first reported a position in NVDA in Q1 2022 and has held it in 15 quarters since. The position peaked at $1.27M in Q4 2025. 1,831 funds tracked by Wall St. Rank hold NVDA as of Q3 2026.

  • Refined Wealth Management held 4,847 shares of NVIDIA worth $1.11M as of Q3 2026.
  • Refined Wealth Management bought 19 NVIDIA shares in Q3 2026, an estimated $4.07K.
  • NVIDIA made up 0.62% of Refined Wealth Management's portfolio in Q3 2026, its #23 holding.
  • Refined Wealth Management first reported a position in NVIDIA in Q1 2022 and has held it in 15 quarters since.
  • Refined Wealth Management's NVIDIA position peaked at $1.27M in Q4 2025.
  • 1,831 funds tracked by Wall St. Rank held NVIDIA as of Q3 2026.

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