SWP Financial
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SWP Financial’s NVIDIA NVDA Stock Holding History

SWP Financial’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 		$586K Buy
2,567
+153
+6% +$32.8K 0.27% 44
2026
Q2 		$483K Buy
2,414
+787
+48% +$162K 0.22% 47
2026
Q1 		$284K Sell
1,627
-120
-7% -$22K 0.14% 59
2025
Q4 		$326K Buy
1,747
+60
+4% +$11.2K 0.16% 55
2025
Q3 		$315K Sell
1,687
-148
-8% -$25.8K 0.16% 57
2025
Q2 		$290K Buy
+1,835
New +$231K 0.16% 60
2025
Q1 		– Sell
-2,086
Closed -$280K – 70
2024
Q4 		$280K Buy
2,086
+21
+1% +$2.89K 0.17% 57
2024
Q3 		$251K Buy
2,065
+77
+4% +$9.1K 0.15% 46
2024
Q2 		$246K Buy
+1,988
New +$201K 0.16% 45

Other funds holding NVDA

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Donor Advised Charitable Giving
Donor Advised Charitable Giving San Francisco, California $5.16B AUM 22.24% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

SWP Financial's NVDA Position: Q3 2026 in Review

SWP Financial increased its NVIDIA (NVDA) stake by 6.3% in Q3 2026, buying an estimated $32.8K and bringing the position to 2,567 shares worth $586K. The position accounts for 0.27% of the portfolio, ranked #44.

SWP Financial first reported a position in NVDA in Q2 2024 and has held it in 9 quarters since. 2,973 funds tracked by Wall St. Rank hold NVDA as of Q3 2026.

  • SWP Financial held 2,567 shares of NVIDIA worth $586K as of Q3 2026.
  • SWP Financial bought 153 NVIDIA shares in Q3 2026, an estimated $32.8K.
  • NVIDIA made up 0.27% of SWP Financial's portfolio in Q3 2026, its #44 holding.
  • SWP Financial first reported a position in NVIDIA in Q2 2024 and has held it in 9 quarters since.
  • 2,973 funds tracked by Wall St. Rank held NVIDIA as of Q3 2026.

Based on SWP Financial's 13F filing for Q3 2026, filed 23 Oct 2026.