TrueWealth Advisors’s NVIDIA NVDA Stock Holding History

TrueWealth 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	$1.69M	Sell	8,469 -123	-1%	-$25.3K	0.38%	43
2026 Q1	$1.5M	Sell	8,592 -324	-4%	-$59.4K	0.38%	46
2025 Q4	$1.66M	Sell	8,916 -46	-0.5%	-$8.56K	0.43%	43
2025 Q3	$1.67M	Buy	8,962 +131	+1%	+$22.8K	0.45%	45
2025 Q2	$1.4M	Buy	8,831 +873	+11%	+$110K	0.41%	50
2025 Q1	$862K	Buy	7,958 +1,325	+20%	+$168K	0.28%	70
2024 Q4	$891K	Sell	6,633 -1,888	-22%	-$260K	0.3%	71
2024 Q3	$1.03M	Buy	8,521 +1,369	+19%	+$162K	0.35%	64
2024 Q2	$884K	Buy	7,152 +1,002	+16%	+$101K	0.33%	62
2024 Q1	$556K	Buy	6,150 +1,760	+40%	+$128K	0.21%	86
2023 Q4	$217K	Sell	4,390 -510	-10%	-$23.6K	0.08%	182
2023 Q3	$213K	Buy	+4,900	New	+$220K	0.09%	182

Other funds holding NVDA

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

DACG

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

TrueWealth Advisors's NVDA Position: Q2 2026 in Review

TrueWealth Advisors reduced its NVIDIA (NVDA) stake by 1.4% in Q2 2026, selling an estimated $25.3K and leaving 8,469 shares worth $1.69M. The position accounts for 0.38% of the portfolio, ranked #43.

TrueWealth Advisors first reported a position in NVDA in Q3 2023 and has held it in 12 quarters since. 2,020 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

TrueWealth Advisors held 8,469 shares of NVIDIA worth $1.69M as of Q2 2026.
TrueWealth Advisors sold 123 NVIDIA shares in Q2 2026, an estimated $25.3K.
NVIDIA made up 0.38% of TrueWealth Advisors's portfolio in Q2 2026, its #43 holding.
TrueWealth Advisors first reported a position in NVIDIA in Q3 2023 and has held it in 12 quarters since.
2,020 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on TrueWealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.