UFA
NVDA icon

Unify Financial Advisors’s NVIDIA NVDA Stock Holding History

Unify Financial 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 		$1.78M Sell
8,882
-22
-0.2% -$4.52K 1.64% 15
2026
Q1 		$1.55M Buy
8,904
+63
+0.7% +$11.6K 1.61% 14
2025
Q4 		$1.65M Buy
+8,841
New +$1.65M 1.72% 16

Other funds holding NVDA

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 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

Unify Financial Advisors's NVDA Position: Q2 2026 in Review

Unify Financial Advisors reduced its NVIDIA (NVDA) stake by 0.25% in Q2 2026, selling an estimated $4.52K and leaving 8,882 shares worth $1.78M. The position accounts for 1.64% of the portfolio, ranked #15.

Unify Financial Advisors first reported a position in NVDA in Q4 2025 and has held it in 3 quarters since. 1,654 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Unify Financial Advisors held 8,882 shares of NVIDIA worth $1.78M as of Q2 2026.
  • Unify Financial Advisors sold 22 NVIDIA shares in Q2 2026, an estimated $4.52K.
  • NVIDIA made up 1.64% of Unify Financial Advisors's portfolio in Q2 2026, its #15 holding.
  • Unify Financial Advisors first reported a position in NVIDIA in Q4 2025 and has held it in 3 quarters since.
  • 1,654 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Unify Financial Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.