Spinnaker Investment Group’s NVIDIA NVDA Stock Holding History

Spinnaker Investment Group’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	$6.19M	Buy	30,937 +6,330	+26%	+$1.3M	0.99%	15
2026 Q1	$4.29M	Sell	24,607 -1,327	-5%	-$243K	0.87%	16
2025 Q4	$4.84M	Sell	25,934 -242	-0.9%	-$45K	0.88%	16
2025 Q3	$4.88M	Buy	26,176 +4,390	+20%	+$765K	0.92%	14
2025 Q2	$3.44M	Sell	21,786 -4,749	-18%	-$598K	0.81%	14
2025 Q1	$2.88M	Buy	26,535 +1,585	+6%	+$201K	0.65%	17
2024 Q4	$3.35M	Sell	24,950 -324	-1%	-$44.7K	0.81%	15
2024 Q3	$3.07M	Buy	25,274 +661	+3%	+$78.1K	0.75%	15
2024 Q2	$3.04M	Buy	24,613 +2,793	+13%	+$282K	0.84%	15
2024 Q1	$1.97M	Buy	21,820 +9,740	+81%	+$706K	0.55%	18
2023 Q4	$598K	Buy	12,080 +1,490	+14%	+$69.1K	0.18%	43
2023 Q3	$461K	Buy	10,590 +260	+3%	+$11.6K	0.15%	53
2023 Q2	$437K	Buy	+10,330	New	+$343K	0.14%	54

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

Spinnaker Investment Group's NVDA Position: Q2 2026 in Review

Spinnaker Investment Group increased its NVIDIA (NVDA) stake by 26% in Q2 2026, buying an estimated $1.3M and bringing the position to 30,937 shares worth $6.19M. The position accounts for 0.99% of the portfolio, ranked #15.

Spinnaker Investment Group first reported a position in NVDA in Q2 2023 and has held it in 13 quarters since. 1,997 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

Spinnaker Investment Group held 30,937 shares of NVIDIA worth $6.19M as of Q2 2026.
Spinnaker Investment Group bought 6,330 NVIDIA shares in Q2 2026, an estimated $1.3M.
NVIDIA made up 0.99% of Spinnaker Investment Group's portfolio in Q2 2026, its #15 holding.
Spinnaker Investment Group first reported a position in NVIDIA in Q2 2023 and has held it in 13 quarters since.
1,997 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Spinnaker Investment Group's 13F filing for Q2 2026, filed 10 Jul 2026.