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San Luis Wealth Advisors’s NVIDIA NVDA Stock Holding History

San Luis Wealth Advisors’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 		$27M Buy
134,812
+598
+0.4% +$123K 4.06% 3
2026
Q1 		$23.4M Sell
134,214
-2,097
-2% -$385K 3.87% 5
2025
Q4 		$25.4M Buy
136,311
+4,279
+3% +$796K 4.26% 5
2025
Q3 		$24.6M Buy
132,032
+11,080
+9% +$1.93M 4.44% 4
2025
Q2 		$19.1M Buy
120,952
+14,989
+14% +$1.89M 4.11% 4
2025
Q1 		$11.5M Sell
105,963
-11,793
-10% -$1.49M 2.59% 8
2024
Q4 		$15.8M Sell
117,756
-1,675
-1% -$231K 2.99% 7
2024
Q3 		$14.5M Buy
119,431
+1,208
+1% +$143K 2.99% 8
2024
Q2 		$14.6M Sell
118,223
-14,407
-11% -$1.46M 3.51% 6
2024
Q1 		$12M Buy
132,630
+8,890
+7% +$644K 6.29% 4
2023
Q4 		$6.13M Sell
123,740
-1,410
-1% -$65.3K 2.59% 8
2023
Q3 		$5.44M Sell
125,150
-3,780
-3% -$169K 2.62% 9
2023
Q2 		$5.45M Sell
128,930
-105,610
-45% -$3.51M 1.92% 11
2023
Q1 		$6.51M Sell
234,540
-38,800
-14% -$840K 2.5% 6
2022
Q4 		$4M Buy
273,340
+24,650
+10% +$362K 3.73% 6
2022
Q3 		$3.02M Buy
248,690
+50,050
+25% +$791K 3.16% 7
2022
Q2 		$3.01M Buy
198,640
+61,680
+45% +$1.16M 3.46% 6
2022
Q1 		$4.03M Sell
136,960
-50
-0% -$1.25K 1.97% 10
2021
Q4 		$4.03M Buy
137,010
+20,900
+18% +$575K 4.1% 5
2021
Q3 		$2.4M Buy
+116,110
New +$2.41M 1.34% 15
2020
Q4 		$792K Buy
+60,680
New +$812K 0.51% 49

Other funds holding NVDA

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 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
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM

San Luis Wealth Advisors's NVDA Position: Q2 2026 in Review

San Luis Wealth Advisors increased its NVIDIA (NVDA) stake by 0.45% in Q2 2026, buying an estimated $123K and bringing the position to 134,812 shares worth $27M. The position accounts for 4.06% of the portfolio, ranked #3.

San Luis Wealth Advisors first reported a position in NVDA in Q4 2020 and has held it in 21 quarters since. 1,080 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • San Luis Wealth Advisors held 134,812 shares of NVIDIA worth $27M as of Q2 2026.
  • San Luis Wealth Advisors bought 598 NVIDIA shares in Q2 2026, an estimated $123K.
  • NVIDIA made up 4.06% of San Luis Wealth Advisors's portfolio in Q2 2026, its #3 holding.
  • San Luis Wealth Advisors first reported a position in NVIDIA in Q4 2020 and has held it in 21 quarters since.
  • 1,080 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on San Luis Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.