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Schwarz Dygos Wheeler Investment Advisors’s NVIDIA NVDA Stock Holding History

Schwarz Dygos Wheeler Investment 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 		$3.43M Sell
17,163
-689
-4% -$142K 0.66% 33
2026
Q1 		$3.11M Sell
17,852
-169
-0.9% -$31K 0.65% 35
2025
Q4 		$3.36M Buy
18,021
+1,740
+11% +$324K 0.69% 33
2025
Q3 		$3.04M Buy
16,281
+767
+5% +$134K 0.64% 34
2025
Q2 		$2.45M Sell
15,514
-666
-4% -$83.8K 0.56% 42
2025
Q1 		$1.75M Buy
16,180
+430
+3% +$54.5K 0.42% 49
2024
Q4 		$2.12M Sell
15,750
-139
-0.9% -$19.2K 0.52% 41
2024
Q3 		$1.93M Buy
15,889
+1,084
+7% +$128K 0.48% 48
2024
Q2 		$1.83M Buy
14,805
+3,645
+33% +$369K 0.49% 45
2024
Q1 		$1.01M Sell
11,160
-2,660
-19% -$193K 0.28% 62
2023
Q4 		$684K Buy
13,820
+290
+2% +$13.4K 0.21% 73
2023
Q3 		$589K Sell
13,530
-3,210
-19% -$144K 0.2% 76
2023
Q2 		$708K Buy
16,740
+1,850
+12% +$61.4K 0.23% 66
2023
Q1 		$414K Buy
+14,890
New +$322K 0.15% 90
2022
Q2 		– Sell
-10,810
Closed -$295K – 141
2022
Q1 		$295K Buy
10,810
+1,160
+12% +$29.1K 0.1% 109
2021
Q4 		$284K Buy
+9,650
New +$266K 0.1% 109

Other funds holding NVDA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 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
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Schwarz Dygos Wheeler Investment Advisors's NVDA Position: Q2 2026 in Review

Schwarz Dygos Wheeler Investment Advisors reduced its NVIDIA (NVDA) stake by 3.9% in Q2 2026, selling an estimated $142K and leaving 17,163 shares worth $3.43M. The position accounts for 0.66% of the portfolio, ranked #33.

Schwarz Dygos Wheeler Investment Advisors first reported a position in NVDA in Q4 2021 and has held it in 16 quarters since. 3,816 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Schwarz Dygos Wheeler Investment Advisors held 17,163 shares of NVIDIA worth $3.43M as of Q2 2026.
  • Schwarz Dygos Wheeler Investment Advisors sold 689 NVIDIA shares in Q2 2026, an estimated $142K.
  • NVIDIA made up 0.66% of Schwarz Dygos Wheeler Investment Advisors's portfolio in Q2 2026, its #33 holding.
  • Schwarz Dygos Wheeler Investment Advisors first reported a position in NVIDIA in Q4 2021 and has held it in 16 quarters since.
  • 3,816 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Schwarz Dygos Wheeler Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.