Sendero Wealth Management
NVDA icon

Sendero Wealth Management’s NVIDIA NVDA Stock Holding History

Sendero 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
Q3 		$34.6M Sell
151,701
-16,668
-10% -$3.57M 3.46% 5
2026
Q2 		$33.7M Sell
168,369
-2,960
-2% -$609K 3.35% 5
2026
Q1 		$29.9M Sell
171,329
-1,182
-0.7% -$217K 3.31% 5
2025
Q4 		$32.2M Sell
172,511
-238
-0.1% -$44.3K 3.57% 4
2025
Q3 		$32.2M Sell
172,749
-11,822
-6% -$2.06M 3.78% 4
2025
Q2 		$29.2M Buy
184,571
+4,225
+2% +$532K 3.64% 4
2025
Q1 		$19.5M Buy
180,346
+39,052
+28% +$4.95M 2.71% 8
2024
Q4 		$19M Buy
141,294
+4,969
+4% +$685K 2.83% 6
2024
Q3 		$16.6M Buy
136,325
+3,507
+3% +$414K 2.61% 7
2024
Q2 		$16.4M Sell
132,818
-34,472
-21% -$3.49M 2.76% 7
2024
Q1 		$15.1M Sell
167,290
-3,390
-2% -$246K 2.6% 7
2023
Q4 		$8.45M Buy
170,680
+4,270
+3% +$198K 1.59% 9
2023
Q3 		$7.24M Buy
166,410
+24,020
+17% +$1.08M 1.55% 10
2023
Q2 		$6.02M Buy
142,390
+47,430
+50% +$1.57M 1.32% 11
2023
Q1 		$2.64M Buy
94,960
+7,820
+9% +$169K 0.81% 26
2022
Q4 		$1.27M Buy
87,140
+21,220
+32% +$311K 0.45% 46
2022
Q3 		$800K Buy
65,920
+3,740
+6% +$59.1K 0.33% 50
2022
Q2 		$943K Buy
62,180
+8,530
+16% +$161K 0.9% 30
2022
Q1 		$1.46M Sell
53,650
-31,860
-37% -$799K 0.68% 20
2021
Q4 		$2.52M Buy
+85,510
New +$2.35M 1.12% 15

Other funds holding NVDA

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Sendero Wealth Management's NVDA Position: Q3 2026 in Review

Sendero Wealth Management reduced its NVIDIA (NVDA) stake by 9.9% in Q3 2026, selling an estimated $3.57M and leaving 151,701 shares worth $34.6M. The position accounts for 3.46% of the portfolio, ranked #5.

Sendero Wealth Management first reported a position in NVDA in Q4 2021 and has held it in 20 quarters since. 3,682 funds tracked by Wall St. Rank hold NVDA as of Q3 2026.

  • Sendero Wealth Management held 151,701 shares of NVIDIA worth $34.6M as of Q3 2026.
  • Sendero Wealth Management sold 16,668 NVIDIA shares in Q3 2026, an estimated $3.57M.
  • NVIDIA made up 3.46% of Sendero Wealth Management's portfolio in Q3 2026, its #5 holding.
  • Sendero Wealth Management first reported a position in NVIDIA in Q4 2021 and has held it in 20 quarters since.
  • 3,682 funds tracked by Wall St. Rank held NVIDIA as of Q3 2026.

Based on Sendero Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.