SFG Wealth Management’s NVIDIA NVDA Stock Holding History

SFG 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	$2.16M	Sell	10,783 -471	-4%	-$96.8K	0.78%	21
2026 Q1	$1.96M	Buy	11,254 +210	+2%	+$38.5K	0.81%	24
2025 Q4	$2.06M	Sell	11,044 -532	-5%	-$99K	0.81%	25
2025 Q3	$2.16M	Sell	11,576 -916	-7%	-$160K	0.94%	21
2025 Q2	$1.97M	Sell	12,492 -784	-6%	-$98.7K	1.19%	20
2025 Q1	$1.44M	Sell	13,276 -2,725	-17%	-$345K	0.7%	30
2024 Q4	$2.15M	Buy	16,001 +13,466	+531%	+$1.86M	1.13%	17
2024 Q3	$308K	Buy	2,535 +774	+44%	+$91.4K	0.16%	72
2024 Q2	$218K	Buy	+1,761	New	+$178K	0.12%	85

Other funds holding NVDA

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

DACG

Donor Advised Charitable Giving San Francisco, California $4.49B AUM 26.39% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

SFG Wealth Management reduced its NVIDIA (NVDA) stake by 4.2% in Q2 2026, selling an estimated $96.8K and leaving 10,783 shares worth $2.16M. The position accounts for 0.78% of the portfolio, ranked #21.

SFG Wealth Management first reported a position in NVDA in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.16M in Q3 2025. 2,916 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

SFG Wealth Management held 10,783 shares of NVIDIA worth $2.16M as of Q2 2026.
SFG Wealth Management sold 471 NVIDIA shares in Q2 2026, an estimated $96.8K.
NVIDIA made up 0.78% of SFG Wealth Management's portfolio in Q2 2026, its #21 holding.
SFG Wealth Management first reported a position in NVIDIA in Q2 2024 and has held it in 9 quarters since.
SFG Wealth Management's NVIDIA position peaked at $2.16M in Q3 2025.
2,916 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on SFG Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.