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Smallwood Wealth Investment Management’s NVIDIA NVDA Stock Holding History

Smallwood Wealth Investment 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 		$2.75M Buy
13,744
+183
+1% +$37.6K 1.2% 17
2026
Q1 		$2.37M Hold
13,561
– – 1.25% 17
2025
Q4 		$2.53M Sell
13,561
-103
-0.8% -$19.2K 1.32% 16
2025
Q3 		$2.55M Buy
13,664
+152
+1% +$26.5K 1.3% 17
2025
Q2 		$2.13M Sell
13,512
-80
-0.6% -$10.1K 1.22% 19
2025
Q1 		$1.47M Sell
13,592
-200
-1% -$25.3K 0.93% 21
2024
Q4 		$1.85M Sell
13,792
-75
-0.5% -$10.3K 1.26% 18
2024
Q3 		$1.68M Sell
13,867
-653
-4% -$77.1K 1.2% 16
2024
Q2 		$1.79M Buy
14,520
+120
+0.8% +$12.1K 1.39% 15
2024
Q1 		$1.3M Hold
14,400
– – 1.01% 19
2023
Q4 		$713K Buy
14,400
+200
+1% +$9.27K 0.59% 29
2023
Q3 		$618K Sell
14,200
-1,030
-7% -$46.1K 0.56% 30
2023
Q2 		$644K Buy
15,230
+300
+2% +$9.96K 0.57% 30
2023
Q1 		$415K Sell
14,930
-6,350
-30% -$137K 0.39% 40
2022
Q4 		$311K Buy
21,280
+30
+0.1% +$440 0.26% 55
2022
Q3 		$258K Sell
21,250
-3,000
-12% -$47.4K 0.23% 63
2022
Q2 		$368K Buy
24,250
+9,350
+63% +$176K 0.37% 46
2022
Q1 		$407K Sell
14,900
-30
-0.2% -$752 0.38% 39
2021
Q4 		$439K Buy
+14,930
New +$411K 0.41% 37

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
DACG
Donor Advised Charitable Giving San Francisco, California $4.49B AUM 26.39% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Smallwood Wealth Investment Management's NVDA Position: Q2 2026 in Review

Smallwood Wealth Investment Management increased its NVIDIA (NVDA) stake by 1.3% in Q2 2026, buying an estimated $37.6K and bringing the position to 13,744 shares worth $2.75M. The position accounts for 1.2% of the portfolio, ranked #17.

Smallwood Wealth Investment Management first reported a position in NVDA in Q4 2021 and has held it in 19 quarters since. 2,480 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Smallwood Wealth Investment Management held 13,744 shares of NVIDIA worth $2.75M as of Q2 2026.
  • Smallwood Wealth Investment Management bought 183 NVIDIA shares in Q2 2026, an estimated $37.6K.
  • NVIDIA made up 1.2% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #17 holding.
  • Smallwood Wealth Investment Management first reported a position in NVIDIA in Q4 2021 and has held it in 19 quarters since.
  • 2,480 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.