SMART Wealth
NVDA icon

SMART Wealth’s NVIDIA NVDA Stock Holding History

SMART Wealth’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 		$15.2M Sell
66,738
-9,556
-13% -$2.05M 3.1% 3
2026
Q2 		$15.3M Buy
76,294
+230
+0.3% +$47.3K 3.29% 2
2026
Q1 		$13.3M Buy
76,064
+10,448
+16% +$1.92M 3.88% 2
2025
Q4 		$12.2M Buy
65,616
+455
+0.7% +$84.7K 3.73% 1
2025
Q3 		$12.2M Buy
65,161
+4,588
+8% +$800K 4.59% 1
2025
Q2 		$9.6M Sell
60,573
-18,251
-23% -$2.3M 3% 1
2025
Q1 		$8.54M Buy
78,824
+6,513
+9% +$825K 3.06% 4
2024
Q4 		$9.7M Buy
72,311
+53,747
+290% +$7.41M 3.46% 4
2024
Q3 		$2.25M Buy
18,564
+3,670
+25% +$434K 0.88% 34
2024
Q2 		$1.84M Buy
14,894
+1,824
+14% +$184K 0.74% 36
2024
Q1 		$1.18M Buy
13,070
+3,700
+39% +$268K 0.53% 41
2023
Q4 		$464K Buy
+9,370
New +$434K 0.25% 48
2023
Q3 		– Sell
-6,040
Closed -$256K – 81
2023
Q2 		$256K Buy
+6,040
New +$201K 0.19% 68

Other funds holding NVDA

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 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

SMART Wealth's NVDA Position: Q3 2026 in Review

SMART Wealth reduced its NVIDIA (NVDA) stake by 13% in Q3 2026, selling an estimated $2.05M and leaving 66,738 shares worth $15.2M. The position accounts for 3.1% of the portfolio, ranked #3.

SMART Wealth first reported a position in NVDA in Q2 2023 and has held it in 13 quarters since. The position peaked at $15.3M in Q2 2026. 4,725 funds tracked by Wall St. Rank hold NVDA as of Q3 2026.

  • SMART Wealth held 66,738 shares of NVIDIA worth $15.2M as of Q3 2026.
  • SMART Wealth sold 9,556 NVIDIA shares in Q3 2026, an estimated $2.05M.
  • NVIDIA made up 3.1% of SMART Wealth's portfolio in Q3 2026, its #3 holding.
  • SMART Wealth first reported a position in NVIDIA in Q2 2023 and has held it in 13 quarters since.
  • SMART Wealth's NVIDIA position peaked at $15.3M in Q2 2026.
  • 4,725 funds tracked by Wall St. Rank held NVIDIA as of Q3 2026.

Based on SMART Wealth's 13F filing for Q3 2026, filed 4 Nov 2026.