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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
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

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
DACG
Donor Advised Charitable Giving San Francisco, California $4.49B AUM 26.39% 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

SWP Financial's NVDA Position: Q2 2026 in Review

SWP Financial increased its NVIDIA (NVDA) stake by 48% in Q2 2026, buying an estimated $162K and bringing the position to 2,414 shares worth $483K. The position accounts for 0.22% of the portfolio, ranked #47.

SWP Financial first reported a position in NVDA in Q2 2024 and has held it in 8 quarters since. 2,020 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • SWP Financial held 2,414 shares of NVIDIA worth $483K as of Q2 2026.
  • SWP Financial bought 787 NVIDIA shares in Q2 2026, an estimated $162K.
  • NVIDIA made up 0.22% of SWP Financial's portfolio in Q2 2026, its #47 holding.
  • SWP Financial first reported a position in NVIDIA in Q2 2024 and has held it in 8 quarters since.
  • 2,020 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on SWP Financial's 13F filing for Q2 2026, filed 24 Jul 2026.