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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
Q3 		$2.06M Buy
9,032
+1,128
+14% +$242K 0.48% 19
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

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 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
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

True Wealth Design's NVDA Position: Q3 2026 in Review

True Wealth Design increased its NVIDIA (NVDA) stake by 14% in Q3 2026, buying an estimated $242K and bringing the position to 9,032 shares worth $2.06M. The position accounts for 0.48% of the portfolio, ranked #19.

True Wealth Design first reported a position in NVDA in Q4 2022 and has held it in 16 quarters since. 1,145 funds tracked by Wall St. Rank hold NVDA as of Q3 2026.

  • True Wealth Design held 9,032 shares of NVIDIA worth $2.06M as of Q3 2026.
  • True Wealth Design bought 1,128 NVIDIA shares in Q3 2026, an estimated $242K.
  • NVIDIA made up 0.48% of True Wealth Design's portfolio in Q3 2026, its #19 holding.
  • True Wealth Design first reported a position in NVIDIA in Q4 2022 and has held it in 16 quarters since.
  • 1,145 funds tracked by Wall St. Rank held NVIDIA as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.