UG Investment Advisers’s NVIDIA NVDA Stock Holding History

UG Investment Advisers’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	$15.1M	Buy	75,411 +20,928	+38%	+$4.3M	14.63%	3
2026 Q1	$9.5M	Hold	54,483	–	–	6.41%	6
2025 Q4	$10.2M	Buy	54,483 +7,969	+17%	+$1.48M	2.34%	6
2025 Q3	$8.68M	Sell	46,514 -6,276	-12%	-$1.09M	1.36%	8
2025 Q2	$8.34M	Buy	52,790 +30,320	+135%	+$3.82M	1.59%	9
2025 Q1	$2.44M	Sell	22,470 -43,592	-66%	-$5.52M	0.67%	10
2024 Q4	$8.87M	Hold	66,062	–	–	3.47%	7
2024 Q3	$8.02M	Sell	66,062 -16,163	-20%	-$1.91M	3.01%	8
2024 Q2	$10.2M	Sell	82,225 -76,125	-48%	-$7.7M	3.44%	8
2024 Q1	$14.3M	Sell	158,350 -169,960	-52%	-$12.3M	4.74%	7
2023 Q4	$16.3M	Sell	328,310 -993,100	-75%	-$46M	5.13%	5
2023 Q3	$57.5M	Buy	1,321,410 +1,312,120	+14,124%	+$58.8M	10.69%	3
2023 Q2	$393K	Buy	+9,290	New	+$308K	0.21%	14
2023 Q1	–	Sell	-776,470	Closed	-$11.3M	–	23
2022 Q4	$11.3M	Buy	+776,470	New	+$11.4M	6.77%	5

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

UG Investment Advisers's NVDA Position: Q2 2026 in Review

UG Investment Advisers increased its NVIDIA (NVDA) stake by 38% in Q2 2026, buying an estimated $4.3M and bringing the position to 75,411 shares worth $15.1M. The position accounts for 14.63% of the portfolio, ranked #3.

UG Investment Advisers first reported a position in NVDA in Q4 2022 and has held it in 14 quarters since. The position peaked at $57.5M in Q3 2023. 2,020 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

UG Investment Advisers held 75,411 shares of NVIDIA worth $15.1M as of Q2 2026.
UG Investment Advisers bought 20,928 NVIDIA shares in Q2 2026, an estimated $4.3M.
NVIDIA made up 14.63% of UG Investment Advisers's portfolio in Q2 2026, its #3 holding.
UG Investment Advisers first reported a position in NVIDIA in Q4 2022 and has held it in 14 quarters since.
UG Investment Advisers's NVIDIA position peaked at $57.5M in Q3 2023.
2,020 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on UG Investment Advisers's 13F filing for Q2 2026, filed 23 Jul 2026.