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United Asset Strategies’s NVIDIA NVDA Stock Holding History

United Asset 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 		$84.8M Buy
423,723
+31,268
+8% +$6.43M 5.99% 1
2026
Q1 		$68.4M Buy
392,455
+1,467
+0.4% +$269K 5.45% 1
2025
Q4 		$72.9M Sell
390,988
-2,091
-0.5% -$389K 5.63% 1
2025
Q3 		$73.3M Buy
393,079
+30,614
+8% +$5.34M 5.88% 1
2025
Q2 		$57.3M Buy
362,465
+136
+0% +$17.1K 4.89% 1
2025
Q1 		$39.3M Buy
362,329
+67,367
+23% +$8.54M 3.65% 3
2024
Q4 		$39.6M Buy
294,962
+5,608
+2% +$773K 3.64% 5
2024
Q3 		$35.1M Sell
289,354
-23,123
-7% -$2.73M 3.27% 5
2024
Q2 		$38.6M Buy
312,477
+20,187
+7% +$2.04M 3.81% 3
2024
Q1 		$26.4M Sell
292,290
-6,760
-2% -$490K 2.64% 5
2023
Q4 		$14.8M Buy
299,050
+18,170
+6% +$842K 1.66% 13
2023
Q3 		$12.2M Sell
280,880
-250
-0.1% -$11.2K 1.58% 16
2023
Q2 		$11.9M Sell
281,130
-226,540
-45% -$7.52M 1.48% 17
2023
Q1 		$14.1M Buy
507,670
+6,040
+1% +$131K 1.86% 12
2022
Q4 		$7.33M Sell
501,630
-63,340
-11% -$929K 1.02% 37
2022
Q3 		$6.86M Buy
564,970
+18,480
+3% +$292K 1.05% 38
2022
Q2 		$8.28M Buy
546,490
+528,400
+2,921% +$9.97M 1.21% 32
2022
Q1 		$494K Buy
18,090
+1,090
+6% +$27.3K 0.06% 152
2021
Q4 		$500K Sell
17,000
-30
-0.2% -$825 0.06% 153
2021
Q3 		$353K Buy
17,030
+1,230
+8% +$25.5K 0.05% 166
2021
Q2 		$316K Buy
15,800
+440
+3% +$7.05K 0.04% 175
2021
Q1 		$205K Sell
15,360
-5,280
-26% -$71K 0.03% 196
2020
Q4 		$269K Sell
20,640
-54,960
-73% -$736K 0.04% 181
2020
Q3 		$1.02M Sell
75,600
-15,080
-17% -$175K 0.19% 94
2020
Q2 		$861K Buy
+90,680
New +$734K 0.17% 100
2020
Q1 		– Sell
-1,083,640
Closed -$6.37M – 204
2019
Q4 		$6.37M Buy
1,083,640
+38,880
+4% +$202K 1.24% 28
2019
Q3 		$4.55M Buy
+1,044,760
New +$4.4M 1% 36

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
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
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

United Asset Strategies's NVDA Position: Q2 2026 in Review

United Asset Strategies increased its NVIDIA (NVDA) stake by 8% in Q2 2026, buying an estimated $6.43M and bringing the position to 423,723 shares worth $84.8M. The position accounts for 5.99% of the portfolio, ranked #1.

United Asset Strategies first reported a position in NVDA in Q3 2019 and has held it in 27 quarters since. 1,798 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • United Asset Strategies held 423,723 shares of NVIDIA worth $84.8M as of Q2 2026.
  • United Asset Strategies bought 31,268 NVIDIA shares in Q2 2026, an estimated $6.43M.
  • NVIDIA made up 5.99% of United Asset Strategies's portfolio in Q2 2026, its #1 holding.
  • United Asset Strategies first reported a position in NVIDIA in Q3 2019 and has held it in 27 quarters since.
  • 1,798 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on United Asset Strategies's 13F filing for Q2 2026, filed 13 Jul 2026.