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Sax Wealth Advisors’s NVIDIA NVDA Stock Holding History

Sax 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 		$18.6M Buy
106,898
+10,985
+11% +$2.26M 0.76% 27
2026
Q1 		$17.9M Sell
95,913
-4,162
-4% -$764K 0.87% 23
2025
Q4 		$18.7M Buy
100,075
+13,654
+16% +$2.54M 0.88% 24
2025
Q3 		$16.1M Sell
86,421
-771
-0.9% -$134K 0.87% 25
2025
Q2 		$13.8M Buy
87,192
+27,412
+46% +$3.45M 0.83% 27
2025
Q1 		$6.48M Buy
59,780
+11,944
+25% +$1.51M 0.46% 38
2024
Q4 		$6.42M Buy
47,836
+2,856
+6% +$394K 0.5% 30
2024
Q3 		$5.46M Buy
44,980
+6,167
+16% +$728K 0.49% 29
2024
Q2 		$4.8M Buy
38,813
+18,363
+90% +$1.86M 0.46% 32
2024
Q1 		$1.85M Buy
20,450
+6,670
+48% +$483K 0.22% 50
2023
Q4 		$682K Sell
13,780
-670
-5% -$31.1K 0.11% 94
2023
Q3 		$629K Buy
14,450
+7,440
+106% +$333K 0.12% 95
2023
Q2 		$297K Buy
+7,010
New +$233K 0.06% 137
2022
Q3 		– Sell
-15,240
Closed -$231K – 166
2022
Q2 		$231K Buy
15,240
+190
+1% +$3.59K 0.06% 146
2022
Q1 		$411K Sell
15,050
-2,000
-12% -$50.2K 0.1% 117
2021
Q4 		$501K Buy
17,050
+550
+3% +$15.1K 0.1% 116
2021
Q3 		$342K Buy
16,500
+1,500
+10% +$31.1K 0.08% 125
2021
Q2 		$300K Hold
15,000
– – 0.1% 121
2021
Q1 		$200K Buy
+15,000
New +$202K 0.07% 146

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
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

Sax Wealth Advisors's NVDA Position: Q2 2026 in Review

Sax Wealth Advisors increased its NVIDIA (NVDA) stake by 11% in Q2 2026, buying an estimated $2.26M and bringing the position to 106,898 shares worth $18.6M. The position accounts for 0.76% of the portfolio, ranked #27.

Sax Wealth Advisors first reported a position in NVDA in Q1 2021 and has held it in 19 quarters since. The position peaked at $18.7M in Q4 2025. 1,381 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Sax Wealth Advisors held 106,898 shares of NVIDIA worth $18.6M as of Q2 2026.
  • Sax Wealth Advisors bought 10,985 NVIDIA shares in Q2 2026, an estimated $2.26M.
  • NVIDIA made up 0.76% of Sax Wealth Advisors's portfolio in Q2 2026, its #27 holding.
  • Sax Wealth Advisors first reported a position in NVIDIA in Q1 2021 and has held it in 19 quarters since.
  • Sax Wealth Advisors's NVIDIA position peaked at $18.7M in Q4 2025.
  • 1,381 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.