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Unique Wealth Strategies’s NVIDIA NVDA Stock Holding History

Unique Wealth Strategies’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 		$5.27M Buy
26,338
+1,875
+8% +$386K 1.92% 8
2026
Q1 		$4.27M Buy
24,463
+2,747
+13% +$504K 1.73% 10
2025
Q4 		$4.05M Sell
21,716
-920
-4% -$171K 1.58% 11
2025
Q3 		$4.22M Sell
22,636
-290
-1% -$50.5K 1.64% 11
2025
Q2 		$3.62M Sell
22,926
-6,772
-23% -$852K 1.51% 11
2025
Q1 		$3.22M Sell
29,698
-1,303
-4% -$165K 1.46% 15
2024
Q4 		$4.16M Buy
31,001
+3,283
+12% +$453K 1.81% 11
2024
Q3 		$3.37M Buy
27,718
+26,053
+1,565% +$3.08M 1.42% 12
2024
Q2 		$1.5M Sell
1,665
-14,985
-90% -$1.52M 0.7% 31
2024
Q1 		$1.5M Buy
16,650
+4,920
+42% +$357K 0.74% 31
2023
Q4 		$581K Buy
+11,730
New +$544K 0.39% 108

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

Unique Wealth Strategies's NVDA Position: Q2 2026 in Review

Unique Wealth Strategies increased its NVIDIA (NVDA) stake by 7.7% in Q2 2026, buying an estimated $386K and bringing the position to 26,338 shares worth $5.27M. The position accounts for 1.92% of the portfolio, ranked #8.

Unique Wealth Strategies first reported a position in NVDA in Q4 2023 and has held it in 11 quarters since. 1,080 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Unique Wealth Strategies held 26,338 shares of NVIDIA worth $5.27M as of Q2 2026.
  • Unique Wealth Strategies bought 1,875 NVIDIA shares in Q2 2026, an estimated $386K.
  • NVIDIA made up 1.92% of Unique Wealth Strategies's portfolio in Q2 2026, its #8 holding.
  • Unique Wealth Strategies first reported a position in NVIDIA in Q4 2023 and has held it in 11 quarters since.
  • 1,080 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Unique Wealth Strategies's 13F filing for Q2 2026, filed 15 Jul 2026.