Smith Thornton Advisors’s NVIDIA NVDA Stock Holding History

Smith Thornton Advisors’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	$2.2M	Buy	10,791 +2,105	+24%	+$433K	0.97%	29
2026 Q1	$1.51M	Buy	8,686 +95	+1%	+$17.4K	0.76%	38
2025 Q4	$1.6M	Buy	8,591 +39	+0.5%	+$7.26K	0.82%	35
2025 Q3	$1.6M	Buy	8,552 +346	+4%	+$60.3K	0.84%	36
2025 Q2	$1.3M	Buy	8,206 +118	+1%	+$14.8K	0.75%	43
2025 Q1	$877K	Buy	8,088 +230	+3%	+$29.2K	0.55%	54
2024 Q4	$1.06M	Buy	7,858 +220	+3%	+$30.3K	0.67%	54
2024 Q3	$928K	Sell	7,638 -60	-0.8%	-$7.09K	0.61%	56
2024 Q2	$951K	Buy	+7,698	New	+$778K	0.7%	49

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

DACG

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

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Smith Thornton Advisors's NVDA Position: Q2 2026 in Review

Smith Thornton Advisors increased its NVIDIA (NVDA) stake by 24% in Q2 2026, buying an estimated $433K and bringing the position to 10,791 shares worth $2.2M. The position accounts for 0.97% of the portfolio, ranked #29.

Smith Thornton Advisors first reported a position in NVDA in Q2 2024 and has held it in 9 quarters since. 2,020 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

Smith Thornton Advisors held 10,791 shares of NVIDIA worth $2.2M as of Q2 2026.
Smith Thornton Advisors bought 2,105 NVIDIA shares in Q2 2026, an estimated $433K.
NVIDIA made up 0.97% of Smith Thornton Advisors's portfolio in Q2 2026, its #29 holding.
Smith Thornton Advisors first reported a position in NVIDIA in Q2 2024 and has held it in 9 quarters since.
2,020 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Smith Thornton Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.