Secured Retirement Advisors’s NVIDIA NVDA Stock Holding History

Secured Retirement 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	$7.26M	Sell	36,284 -3,082	-8%	-$634K	3.73%	2
2026 Q1	$6.87M	Sell	39,366 -298	-0.8%	-$54.7K	3.89%	2
2025 Q4	$7.4M	Buy	39,664 +434	+1%	+$80.8K	4.13%	2
2025 Q3	$7.32M	Buy	39,230 +194	+0.5%	+$33.8K	4.09%	2
2025 Q2	$6.17M	Sell	39,036 -12,210	-24%	-$1.54M	3.68%	3
2025 Q1	$5.55M	Buy	51,246 +38,605	+305%	+$4.89M	3.58%	2
2024 Q4	$1.7M	Sell	12,641 -153	-1%	-$21.1K	0.97%	37
2024 Q3	$1.55M	Sell	12,794 -2,206	-15%	-$261K	1.12%	37
2024 Q2	$1.85M	Buy	15,000 +2,100	+16%	+$212K	1.44%	28
2024 Q1	$1.17M	Buy	12,900 +90	+0.7%	+$6.52K	0.99%	40
2023 Q4	$634K	Buy	+12,810	New	+$594K	0.61%	58

Other funds holding NVDA

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

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 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

Secured Retirement Advisors's NVDA Position: Q2 2026 in Review

Secured Retirement Advisors reduced its NVIDIA (NVDA) stake by 7.8% in Q2 2026, selling an estimated $634K and leaving 36,284 shares worth $7.26M. The position accounts for 3.73% of the portfolio, ranked #2.

Secured Retirement Advisors first reported a position in NVDA in Q4 2023 and has held it in 11 quarters since. The position peaked at $7.4M in Q4 2025. 1,411 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

Secured Retirement Advisors held 36,284 shares of NVIDIA worth $7.26M as of Q2 2026.
Secured Retirement Advisors sold 3,082 NVIDIA shares in Q2 2026, an estimated $634K.
NVIDIA made up 3.73% of Secured Retirement Advisors's portfolio in Q2 2026, its #2 holding.
Secured Retirement Advisors first reported a position in NVIDIA in Q4 2023 and has held it in 11 quarters since.
Secured Retirement Advisors's NVIDIA position peaked at $7.4M in Q4 2025.
1,411 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Secured Retirement Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.