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Ridgeline Wealth Planning’s NVIDIA NVDA Stock Holding History

Ridgeline Wealth Planning’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 		$900K Sell
4,496
-75
-2% -$15.4K 0.57% 22
2026
Q1 		$797K Buy
4,571
+552
+14% +$101K 0.58% 23
2025
Q4 		$750K Buy
4,019
+427
+12% +$79.5K 0.53% 23
2025
Q3 		$670K Buy
3,592
+357
+11% +$62.2K 0.5% 22
2025
Q2 		$511K Buy
3,235
+495
+18% +$62.3K 0.42% 22
2025
Q1 		$297K Buy
+2,740
New +$347K 0.29% 31

Other funds holding NVDA

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Handelsbanken Fonder
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

Ridgeline Wealth Planning's NVDA Position: Q2 2026 in Review

Ridgeline Wealth Planning reduced its NVIDIA (NVDA) stake by 1.6% in Q2 2026, selling an estimated $15.4K and leaving 4,496 shares worth $900K. The position accounts for 0.57% of the portfolio, ranked #22.

Ridgeline Wealth Planning first reported a position in NVDA in Q1 2025 and has held it in 6 quarters since. 2,020 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Ridgeline Wealth Planning held 4,496 shares of NVIDIA worth $900K as of Q2 2026.
  • Ridgeline Wealth Planning sold 75 NVIDIA shares in Q2 2026, an estimated $15.4K.
  • NVIDIA made up 0.57% of Ridgeline Wealth Planning's portfolio in Q2 2026, its #22 holding.
  • Ridgeline Wealth Planning first reported a position in NVIDIA in Q1 2025 and has held it in 6 quarters since.
  • 2,020 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Ridgeline Wealth Planning's 13F filing for Q2 2026, filed 24 Jul 2026.