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	$40K	Hold	200	–	–	﹤0.01%	312
2026 Q1	$34.9K	Hold	200	–	–	﹤0.01%	309
2025 Q4	$37.3K	Hold	200	–	–	﹤0.01%	317
2025 Q3	$37.3K	Hold	200	–	–	﹤0.01%	284
2025 Q2	$31.6K	Hold	200	–	–	﹤0.01%	286
2025 Q1	$21.7K	Buy	+200	New	+$25.3K	﹤0.01%	282
2023 Q2	–	Sell	-1,000	Closed	-$28	–	219
2023 Q1	$28	Hold	1,000	–	–	﹤0.01%	211
2022 Q4	$15	Hold	1,000	–	–	﹤0.01%	215
2022 Q3	$12K	Hold	1,000	–	–	﹤0.01%	222
2022 Q2	$15K	Buy	+1,000	New	+$18.9K	﹤0.01%	215

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

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.