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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
Q1 		– Sell
-1,000
Closed -$187K – 241
2025
Q4 		$187K Sell
1,000
-1,000
-50% -$186K 0.07% 200
2025
Q3 		$373K Sell
2,000
-3,000
-60% -$523K 0.14% 180
2025
Q2 		$790K Buy
+5,000
New +$629K 0.33% 72

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
DACG
Donor Advised Charitable Giving San Francisco, California $4.49B AUM 26.39% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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

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. 2,020 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.
  • 2,020 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.