Trellis Wealth Advisors
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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
Q3 		$689K Sell
3,017
-512
-15% -$110K 0.23% 26
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

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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 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
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 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

Trellis Wealth Advisors's NVDA Position: Q3 2026 in Review

Trellis Wealth Advisors reduced its NVIDIA (NVDA) stake by 15% in Q3 2026, selling an estimated $110K and leaving 3,017 shares worth $689K. The position accounts for 0.23% of the portfolio, ranked #26.

Trellis Wealth Advisors first reported a position in NVDA in Q4 2022 and has held it in 9 quarters since. The position peaked at $5.56M in Q4 2023. 1,995 funds tracked by Wall St. Rank hold NVDA as of Q3 2026.

  • Trellis Wealth Advisors held 3,017 shares of NVIDIA worth $689K as of Q3 2026.
  • Trellis Wealth Advisors sold 512 NVIDIA shares in Q3 2026, an estimated $110K.
  • NVIDIA made up 0.23% of Trellis Wealth Advisors's portfolio in Q3 2026, its #26 holding.
  • Trellis Wealth Advisors first reported a position in NVIDIA in Q4 2022 and has held it in 9 quarters since.
  • Trellis Wealth Advisors's NVIDIA position peaked at $5.56M in Q4 2023.
  • 1,995 funds tracked by Wall St. Rank held NVIDIA as of Q3 2026.

Based on Trellis Wealth Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.