Values Added Financial’s NVIDIA NVDA Stock Holding History

Values Added Financial’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	$2.57M	Buy	12,833 +2,401	+23%	+$494K	0.93%	30
2026 Q1	$1.82M	Sell	10,432 -195	-2%	-$35.8K	0.77%	32
2025 Q4	$1.98M	Buy	10,627 +928	+10%	+$173K	0.84%	31
2025 Q3	$1.81M	Buy	9,699 +1,298	+15%	+$226K	0.8%	31
2025 Q2	$1.33M	Buy	8,401 +1,088	+15%	+$137K	0.64%	33
2025 Q1	$793K	Buy	7,313 +880	+14%	+$112K	0.44%	43
2024 Q4	$864K	Sell	6,433 -2,156	-25%	-$297K	0.5%	41
2024 Q3	$1.04M	Buy	8,589 +389	+5%	+$46K	0.66%	32
2024 Q2	$1.01M	Buy	8,200 +1,130	+16%	+$114K	0.73%	30
2024 Q1	$639K	Buy	7,070 +150	+2%	+$10.9K	0.5%	39
2023 Q4	$343K	Sell	6,920 -1,260	-15%	-$58.4K	0.28%	60
2023 Q3	$356K	Buy	8,180 +3,040	+59%	+$136K	0.32%	59
2023 Q2	$217K	Buy	+5,140	New	+$171K	0.2%	74

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

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

Values Added Financial's NVDA Position: Q2 2026 in Review

Values Added Financial increased its NVIDIA (NVDA) stake by 23% in Q2 2026, buying an estimated $494K and bringing the position to 12,833 shares worth $2.57M. The position accounts for 0.93% of the portfolio, ranked #30.

Values Added Financial first reported a position in NVDA in Q2 2023 and has held it in 13 quarters since. 2,606 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

Values Added Financial held 12,833 shares of NVIDIA worth $2.57M as of Q2 2026.
Values Added Financial bought 2,401 NVIDIA shares in Q2 2026, an estimated $494K.
NVIDIA made up 0.93% of Values Added Financial's portfolio in Q2 2026, its #30 holding.
Values Added Financial first reported a position in NVIDIA in Q2 2023 and has held it in 13 quarters since.
2,606 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Values Added Financial's 13F filing for Q2 2026, filed 27 Jul 2026.