The Wealth Group
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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
Q3 		$1.79M Sell
7,642
-4,096
-35% -$878K 0.33% 30
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

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return

The Wealth Group's NVDA Position: Q3 2026 in Review

The Wealth Group reduced its NVIDIA (NVDA) stake by 35% in Q3 2026, selling an estimated $878K and leaving 7,642 shares worth $1.79M. The position accounts for 0.33% of the portfolio, ranked #30.

The Wealth Group first reported a position in NVDA in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.35M in Q2 2026. 1,516 funds tracked by Wall St. Rank hold NVDA as of Q3 2026.

  • The Wealth Group held 7,642 shares of NVIDIA worth $1.79M as of Q3 2026.
  • The Wealth Group sold 4,096 NVIDIA shares in Q3 2026, an estimated $878K.
  • NVIDIA made up 0.33% of The Wealth Group's portfolio in Q3 2026, its #30 holding.
  • The Wealth Group first reported a position in NVIDIA in Q4 2023 and has held it in 12 quarters since.
  • The Wealth Group's NVIDIA position peaked at $2.35M in Q2 2026.
  • 1,516 funds tracked by Wall St. Rank held NVIDIA as of Q3 2026.

Based on The Wealth Group's 13F filing for Q3 2026, filed 7 Oct 2026.