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The Wealth Group’s NVIDIA NVDA Stock Holding History

The Wealth 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 		$2.35M Buy
11,738
+572
+5% +$118K 0.45% 25
2026
Q1 		$1.95M Sell
11,166
-280
-2% -$51.4K 0.44% 26
2025
Q4 		$2.13M Buy
11,446
+4,275
+60% +$796K 0.48% 25
2025
Q3 		$1.34M Buy
7,171
+177
+3% +$30.9K 0.31% 32
2025
Q2 		$1.1M Buy
6,994
+396
+6% +$49.8K 0.28% 35
2025
Q1 		$715K Buy
6,598
+896
+16% +$114K 0.21% 37
2024
Q4 		$766K Buy
5,702
+100
+2% +$13.8K 0.22% 33
2024
Q3 		$680K Buy
5,602
+265
+5% +$31.3K 0.2% 36
2024
Q2 		$659K Buy
5,337
+607
+13% +$61.4K 0.2% 35
2024
Q1 		$425K Buy
4,730
+280
+6% +$20.3K 0.13% 40
2023
Q4 		$304K Buy
+4,450
New +$206K 0.1% 45

Other funds holding NVDA

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 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
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
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
P
PensionDanmark Copenhagen O, Denmark $12B AUM

The Wealth Group's NVDA Position: Q2 2026 in Review

The Wealth Group increased its NVIDIA (NVDA) stake by 5.1% in Q2 2026, buying an estimated $118K and bringing the position to 11,738 shares worth $2.35M. The position accounts for 0.45% of the portfolio, ranked #25.

The Wealth Group first reported a position in NVDA in Q4 2023 and has held it in 11 quarters since. 1,080 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • The Wealth Group held 11,738 shares of NVIDIA worth $2.35M as of Q2 2026.
  • The Wealth Group bought 572 NVIDIA shares in Q2 2026, an estimated $118K.
  • NVIDIA made up 0.45% of The Wealth Group's portfolio in Q2 2026, its #25 holding.
  • The Wealth Group first reported a position in NVIDIA in Q4 2023 and has held it in 11 quarters since.
  • 1,080 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

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