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Sage Private Wealth Group’s NVIDIA NVDA Stock Holding History

Sage Private Wealth Group’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 		$10.5M Buy
52,334
+668
+1% +$137K 4.71% 9
2026
Q1 		$9.01M Buy
51,666
+30,470
+144% +$5.59M 4.54% 9
2025
Q4 		$3.95M Sell
21,196
-2,529
-11% -$471K 2.13% 10
2025
Q3 		$4.43M Buy
23,725
+142
+0.6% +$24.8K 2.46% 9
2025
Q2 		$3.73M Sell
23,583
-1,648
-7% -$207K 2.39% 8
2025
Q1 		$2.73M Sell
25,231
-923
-4% -$117K 2.07% 9
2024
Q4 		$3.51M Buy
26,154
+22,059
+539% +$3.04M 2.64% 7
2024
Q3 		$497K Sell
4,095
-125
-3% -$14.8K 0.39% 35
2024
Q2 		$521K Sell
4,220
-1,110
-21% -$112K 0.44% 31
2024
Q1 		$482K Buy
+5,330
New +$386K 0.39% 35

Other funds holding NVDA

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Sage Private Wealth Group's NVDA Position: Q2 2026 in Review

Sage Private Wealth Group increased its NVIDIA (NVDA) stake by 1.3% in Q2 2026, buying an estimated $137K and bringing the position to 52,334 shares worth $10.5M. The position accounts for 4.71% of the portfolio, ranked #9.

Sage Private Wealth Group first reported a position in NVDA in Q1 2024 and has held it in 10 quarters since. 3,659 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Sage Private Wealth Group held 52,334 shares of NVIDIA worth $10.5M as of Q2 2026.
  • Sage Private Wealth Group bought 668 NVIDIA shares in Q2 2026, an estimated $137K.
  • NVIDIA made up 4.71% of Sage Private Wealth Group's portfolio in Q2 2026, its #9 holding.
  • Sage Private Wealth Group first reported a position in NVIDIA in Q1 2024 and has held it in 10 quarters since.
  • 3,659 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Sage Private Wealth Group's 13F filing for Q2 2026, filed 6 Aug 2026.