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TLWM Financial’s NVIDIA NVDA Stock Holding History

TLWM 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 		$4.84M Buy
24,182
+5,613
+30% +$1.15M 0.79% 10
2026
Q1 		$3.24M Buy
18,569
+3,589
+24% +$658K 0.58% 12
2025
Q4 		$2.79M Buy
14,980
+98
+0.7% +$18.2K 0.51% 17
2025
Q3 		$2.78M Buy
14,882
+2,873
+24% +$501K 0.5% 16
2025
Q2 		$1.9M Buy
12,009
+210
+2% +$26.4K 0.36% 24
2025
Q1 		$1.28M Buy
11,799
+1,356
+13% +$172K 0.26% 36
2024
Q4 		$1.4M Buy
10,443
+301
+3% +$41.5K 0.28% 31
2024
Q3 		$1.23M Buy
10,142
+377
+4% +$44.5K 0.25% 32
2024
Q2 		$1.21M Buy
9,765
+1,835
+23% +$186K 0.26% 34
2024
Q1 		$717K Sell
7,930
-1,690
-18% -$122K 0.16% 51
2023
Q4 		$476K Sell
9,620
-650
-6% -$30.1K 0.11% 60
2023
Q3 		$447K Sell
10,270
-1,260
-11% -$56.5K 0.12% 60
2023
Q2 		$488K Buy
11,530
+2,840
+33% +$94.3K 0.14% 54
2023
Q1 		$241K Buy
+8,690
New +$188K 0.08% 62

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

TLWM Financial's NVDA Position: Q2 2026 in Review

TLWM Financial increased its NVIDIA (NVDA) stake by 30% in Q2 2026, buying an estimated $1.15M and bringing the position to 24,182 shares worth $4.84M. The position accounts for 0.79% of the portfolio, ranked #10.

TLWM Financial first reported a position in NVDA in Q1 2023 and has held it in 14 quarters since. 1,080 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • TLWM Financial held 24,182 shares of NVIDIA worth $4.84M as of Q2 2026.
  • TLWM Financial bought 5,613 NVIDIA shares in Q2 2026, an estimated $1.15M.
  • NVIDIA made up 0.79% of TLWM Financial's portfolio in Q2 2026, its #10 holding.
  • TLWM Financial first reported a position in NVIDIA in Q1 2023 and has held it in 14 quarters since.
  • 1,080 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on TLWM Financial's 13F filing for Q2 2026, filed 7 Jul 2026.