StoneCrest Wealth Management’s NVIDIA NVDA Stock Holding History

StoneCrest 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	$12.9M	Sell	64,534 -13,768	-18%	-$2.83M	4.13%	4
2026 Q1	$13.7M	Sell	78,302 -1,544	-2%	-$283K	5.78%	2
2025 Q4	$14.9M	Sell	79,846 -611	-0.8%	-$114K	6.01%	2
2025 Q3	$15M	Sell	80,457 -939	-1%	-$164K	6.58%	2
2025 Q2	$12.9M	Sell	81,396 -92	-0.1%	-$11.6K	6.13%	2
2025 Q1	$8.83M	Sell	81,488 -2,599	-3%	-$329K	5.61%	2
2024 Q4	$11.3M	Sell	84,087 -582	-0.7%	-$80.2K	7.37%	2
2024 Q3	$10.3M	Sell	84,669 -396	-0.5%	-$46.8K	7.48%	2
2024 Q2	$10.5M	Buy	85,065 +3,595	+4%	+$363K	8.02%	2
2024 Q1	$7.36M	Sell	81,470 -18,410	-18%	-$1.33M	6.37%	2
2023 Q4	$4.95M	Buy	+99,880	New	+$4.63M	4.74%	6

Other funds holding NVDA

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 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

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

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

StoneCrest Wealth Management reduced its NVIDIA (NVDA) stake by 18% in Q2 2026, selling an estimated $2.83M and leaving 64,534 shares worth $12.9M. The position accounts for 4.13% of the portfolio, ranked #4.

StoneCrest Wealth Management first reported a position in NVDA in Q4 2023 and has held it in 11 quarters since. The position peaked at $15M in Q3 2025. 1,080 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

StoneCrest Wealth Management held 64,534 shares of NVIDIA worth $12.9M as of Q2 2026.
StoneCrest Wealth Management sold 13,768 NVIDIA shares in Q2 2026, an estimated $2.83M.
NVIDIA made up 4.13% of StoneCrest Wealth Management's portfolio in Q2 2026, its #4 holding.
StoneCrest Wealth Management first reported a position in NVIDIA in Q4 2023 and has held it in 11 quarters since.
StoneCrest Wealth Management's NVIDIA position peaked at $15M in Q3 2025.
1,080 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on StoneCrest Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.