SWM
NVDA icon

Spire Wealth Management’s NVIDIA NVDA Stock Holding History

Spire 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 		$116M Sell
581,448
-30,360
-5% -$6.24M 3.51% 2
2026
Q1 		$107M Sell
611,808
-12,426
-2% -$2.28M 3.64% 2
2025
Q4 		$116M Buy
624,234
+13,597
+2% +$2.53M 3.9% 2
2025
Q3 		$114M Buy
610,637
+15,855
+3% +$2.76M 3.88% 2
2025
Q2 		$93.5M Sell
594,782
-117,305
-16% -$14.8M 3.36% 2
2025
Q1 		$77.2M Sell
712,087
-12,995
-2% -$1.65M 2.47% 4
2024
Q4 		$97.4M Sell
725,082
-20,522
-3% -$2.83M 3.02% 4
2024
Q3 		$90.5M Buy
745,604
+18,815
+3% +$2.22M 3.05% 4
2024
Q2 		$89.8M Sell
726,789
-104,561
-13% -$10.6M 3.17% 3
2024
Q1 		$95.9M Sell
831,350
-26,790
-3% -$1.94M 1.74% 15
2023
Q4 		$51M Buy
858,140
+55,870
+7% +$2.59M 1.69% 8
2023
Q3 		$34.9M Buy
802,270
+16,420
+2% +$736K 1.33% 10
2023
Q2 		$33.2M Sell
785,850
-8,850
-1% -$294K 1.23% 13
2023
Q1 		$22.1M Buy
794,700
+345,100
+77% +$7.47M 0.86% 23
2022
Q4 		$6.57M Sell
449,600
-72,360
-14% -$1.06M 0.37% 63
2022
Q3 		$6.34M Sell
521,960
-816,840
-61% -$12.9M 0.38% 62
2022
Q2 		$20.3M Sell
1,338,800
-492,960
-27% -$9.3M 0.84% 21
2022
Q1 		$50M Sell
1,831,760
-390,650
-18% -$9.8M 1.34% 8
2021
Q4 		$65.4M Buy
2,222,410
+120,600
+6% +$3.32M 1.45% 5
2021
Q3 		$43.5M Buy
2,101,810
+7,930
+0.4% +$165K 1.15% 9
2021
Q2 		$42M Sell
2,093,880
-3,680
-0.2% -$59K 1.14% 10
2021
Q1 		$27.9M Buy
+2,097,560
New +$28.2M 0.74% 21

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
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
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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

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

Spire Wealth Management reduced its NVIDIA (NVDA) stake by 5% in Q2 2026, selling an estimated $6.24M and leaving 581,448 shares worth $116M. The position accounts for 3.51% of the portfolio, ranked #2.

Spire Wealth Management first reported a position in NVDA in Q1 2021 and has held it in 22 quarters since. The position peaked at $116M in Q4 2025. 1,970 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Spire Wealth Management held 581,448 shares of NVIDIA worth $116M as of Q2 2026.
  • Spire Wealth Management sold 30,360 NVIDIA shares in Q2 2026, an estimated $6.24M.
  • NVIDIA made up 3.51% of Spire Wealth Management's portfolio in Q2 2026, its #2 holding.
  • Spire Wealth Management first reported a position in NVIDIA in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's NVIDIA position peaked at $116M in Q4 2025.
  • 1,970 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.