Trellis Wealth Advisors’s NVIDIA NVDA Stock Holding History

Trellis Wealth Advisors’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	$706K	Buy	3,529 +3	+0.1%	+$617	0.24%	24
2026 Q1	$615K	Buy	3,526 +1,526	+76%	+$280K	0.23%	26
2025 Q4	$373K	Buy	+2,000	New	+$372K	0.15%	32
2024 Q1	–	Sell	-112,350	Closed	-$5.56M	–	33
2023 Q4	$5.56M	Buy	112,350 +1,610	+1%	+$74.6K	3.02%	10
2023 Q3	$4.82M	Buy	110,740 +5,810	+6%	+$260K	3.03%	9
2023 Q2	$4.44M	Buy	104,930 +130	+0.1%	+$4.32K	2.95%	9
2023 Q1	$2.91M	Buy	104,800 +2,020	+2%	+$43.7K	2.14%	11
2022 Q4	$1.5M	Buy	+102,780	New	+$1.51M	1.29%	10

Other funds holding NVDA

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

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

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

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 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

PensionDanmark Copenhagen O, Denmark $12B AUM

Trellis Wealth Advisors's NVDA Position: Q2 2026 in Review

Trellis Wealth Advisors increased its NVIDIA (NVDA) stake by 0.09% in Q2 2026, buying an estimated $617 and bringing the position to 3,529 shares worth $706K. The position accounts for 0.24% of the portfolio, ranked #24.

Trellis Wealth Advisors first reported a position in NVDA in Q4 2022 and has held it in 8 quarters since. The position peaked at $5.56M in Q4 2023. 1,080 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

Trellis Wealth Advisors held 3,529 shares of NVIDIA worth $706K as of Q2 2026.
Trellis Wealth Advisors bought 3 NVIDIA shares in Q2 2026, an estimated $617.
NVIDIA made up 0.24% of Trellis Wealth Advisors's portfolio in Q2 2026, its #24 holding.
Trellis Wealth Advisors first reported a position in NVIDIA in Q4 2022 and has held it in 8 quarters since.
Trellis Wealth Advisors's NVIDIA position peaked at $5.56M in Q4 2023.
1,080 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Trellis Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.