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True Wealth Design’s NVIDIA NVDA Stock Holding History

True Wealth Design’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 		$1.58M Buy
7,904
+260
+3% +$53.5K 0.38% 21
2026
Q1 		$1.33M Buy
7,644
+1,421
+23% +$261K 0.37% 21
2025
Q4 		$1.16M Buy
6,223
+71
+1% +$13.2K 0.34% 22
2025
Q3 		$1.15M Buy
6,152
+2,000
+48% +$349K 0.35% 21
2025
Q2 		$656K Sell
4,152
-556
-12% -$70K 0.23% 23
2025
Q1 		$510K Buy
4,708
+1,361
+41% +$172K 0.19% 17
2024
Q4 		$450K Buy
3,347
+262
+8% +$36.1K 0.17% 18
2024
Q3 		$375K Buy
3,085
+1,320
+75% +$156K 0.15% 20
2024
Q2 		$218K Buy
1,765
+215
+14% +$21.7K 0.05% 115
2024
Q1 		$140K Sell
1,550
-70
-4% -$5.07K 0.03% 127
2023
Q4 		$80.2K Sell
1,620
-220
-12% -$10.2K 0.02% 140
2023
Q3 		$80K Hold
1,840
– – 0.03% 136
2023
Q2 		$77.8K Sell
1,840
-2,350
-56% -$78K 0.03% 137
2023
Q1 		$116K Sell
4,190
-30
-0.7% -$649 0.05% 131
2022
Q4 		$61.7K Buy
+4,220
New +$61.9K 0.03% 140

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

True Wealth Design's NVDA Position: Q2 2026 in Review

True Wealth Design increased its NVIDIA (NVDA) stake by 3.4% in Q2 2026, buying an estimated $53.5K and bringing the position to 7,904 shares worth $1.58M. The position accounts for 0.38% of the portfolio, ranked #21.

True Wealth Design first reported a position in NVDA in Q4 2022 and has held it in 15 quarters since. 1,080 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • True Wealth Design held 7,904 shares of NVIDIA worth $1.58M as of Q2 2026.
  • True Wealth Design bought 260 NVIDIA shares in Q2 2026, an estimated $53.5K.
  • NVIDIA made up 0.38% of True Wealth Design's portfolio in Q2 2026, its #21 holding.
  • True Wealth Design first reported a position in NVIDIA in Q4 2022 and has held it in 15 quarters since.
  • 1,080 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.