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Segment Wealth Management’s NVIDIA NVDA Stock Holding History

Segment Wealth Management’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 		$48.5M Buy
242,587
+1,255
+0.5% +$258K 2.52% 7
2026
Q1 		$42.1M Buy
241,332
+1,727
+0.7% +$317K 2.47% 6
2025
Q4 		$44.7M Buy
239,605
+97,626
+69% +$18.2M 2.59% 6
2025
Q3 		$26.5M Sell
141,979
-221
-0.2% -$38.5K 1.59% 10
2025
Q2 		$22.5M Sell
142,200
-6,063
-4% -$763K 1.43% 15
2025
Q1 		$16.1M Buy
148,263
+8,230
+6% +$1.04M 1.09% 29
2024
Q4 		$18.8M Sell
140,033
-350
-0.2% -$48.2K 1.28% 17
2024
Q3 		$17M Sell
140,383
-26,724
-16% -$3.16M 1.17% 27
2024
Q2 		$20.6M Sell
167,107
-27,393
-14% -$2.77M 1.52% 12
2024
Q1 		$17.6M Sell
194,500
-15,660
-7% -$1.14M 1.34% 19
2023
Q4 		$10.4M Sell
210,160
-5,190
-2% -$241K 0.92% 43
2023
Q3 		$9.37M Buy
215,350
+13,620
+7% +$610K 0.95% 41
2023
Q2 		$8.53M Buy
201,730
+2,280
+1% +$75.7K 0.88% 44
2023
Q1 		$5.54M Hold
199,450
– – 0.63% 59
2022
Q4 		$2.91M Buy
199,450
+550
+0.3% +$8.07K 0.34% 73
2022
Q3 		$2.41M Sell
198,900
-2,400
-1% -$37.9K 0.3% 77
2022
Q2 		$3.05M Sell
201,300
-11,430
-5% -$216K 0.39% 68
2022
Q1 		$5.8M Buy
212,730
+2,500
+1% +$62.7K 0.6% 61
2021
Q4 		$6.18M Buy
210,230
+23,950
+13% +$659K 0.65% 57
2021
Q3 		$3.86M Sell
186,280
-2,080
-1% -$43.2K 0.46% 69
2021
Q2 		$3.77M Sell
188,360
-80
-0% -$1.28K 0.45% 71
2021
Q1 		$2.52M Buy
188,440
+4,720
+3% +$63.4K 0.33% 78
2020
Q4 		$2.4M Buy
183,720
+1,320
+0.7% +$17.7K 0.35% 76
2020
Q3 		$2.47M Buy
182,400
+19,160
+12% +$223K 0.4% 73
2020
Q2 		$1.55M Buy
163,240
+3,800
+2% +$30.7K 0.29% 82
2020
Q1 		$1.05M Sell
159,440
-800
-0.5% -$5.05K 0.23% 87
2019
Q4 		$943K Buy
160,240
+3,840
+2% +$20K 0.16% 104
2019
Q3 		$681K Buy
156,400
+8,400
+6% +$35.3K 0.13% 109
2019
Q2 		$608K Buy
148,000
+12,760
+9% +$52.9K 0.12% 116
2019
Q1 		$607K Buy
+135,240
New +$525K 0.13% 117

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

Segment Wealth Management's NVDA Position: Q2 2026 in Review

Segment Wealth Management increased its NVIDIA (NVDA) stake by 0.52% in Q2 2026, buying an estimated $258K and bringing the position to 242,587 shares worth $48.5M. The position accounts for 2.52% of the portfolio, ranked #7.

Segment Wealth Management first reported a position in NVDA in Q1 2019 and has held it in 30 quarters since. 1,412 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Segment Wealth Management held 242,587 shares of NVIDIA worth $48.5M as of Q2 2026.
  • Segment Wealth Management bought 1,255 NVIDIA shares in Q2 2026, an estimated $258K.
  • NVIDIA made up 2.52% of Segment Wealth Management's portfolio in Q2 2026, its #7 holding.
  • Segment Wealth Management first reported a position in NVIDIA in Q1 2019 and has held it in 30 quarters since.
  • 1,412 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Segment Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.