TradeWell Securities’s NVIDIA NVDA Stock Holding History

TradeWell Securities’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	$20.4M	Sell	101,808 -2,707	-3%	-$557K	7.27%	4
2026 Q1	$18.2M	Sell	104,515 -3,246	-3%	-$596K	7.69%	4
2025 Q4	$20.1M	Sell	107,761 -3,278	-3%	-$610K	7.82%	4
2025 Q3	$20.8M	Sell	111,039 -513	-0.5%	-$89.4K	8.74%	4
2025 Q2	$17.6M	Buy	111,552 +1,815	+2%	+$228K	8.43%	4
2025 Q1	$11.9M	Buy	109,737 +4,934	+5%	+$625K	6.55%	4
2024 Q4	$14.1M	Buy	+104,803	New	+$14.4M	7.29%	4

Other funds holding NVDA

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

DACG

Donor Advised Charitable Giving San Francisco, California $4.49B AUM 26.39% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

TradeWell Securities's NVDA Position: Q2 2026 in Review

TradeWell Securities reduced its NVIDIA (NVDA) stake by 2.6% in Q2 2026, selling an estimated $557K and leaving 101,808 shares worth $20.4M. The position accounts for 7.27% of the portfolio, ranked #4.

TradeWell Securities first reported a position in NVDA in Q4 2024 and has held it in 7 quarters since. The position peaked at $20.8M in Q3 2025. 2,946 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

TradeWell Securities held 101,808 shares of NVIDIA worth $20.4M as of Q2 2026.
TradeWell Securities sold 2,707 NVIDIA shares in Q2 2026, an estimated $557K.
NVIDIA made up 7.27% of TradeWell Securities's portfolio in Q2 2026, its #4 holding.
TradeWell Securities first reported a position in NVIDIA in Q4 2024 and has held it in 7 quarters since.
TradeWell Securities's NVIDIA position peaked at $20.8M in Q3 2025.
2,946 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on TradeWell Securities's 13F filing for Q2 2026, filed 28 Jul 2026.