Values Added Financial
NVDA icon

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
Q3 		$2.91M Sell
12,720
-113
-0.9% -$24.2K 1.03% 28
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

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Donor Advised Charitable Giving
Donor Advised Charitable Giving San Francisco, California $5.16B AUM 22.24% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Values Added Financial's NVDA Position: Q3 2026 in Review

Values Added Financial reduced its NVIDIA (NVDA) stake by 0.88% in Q3 2026, selling an estimated $24.2K and leaving 12,720 shares worth $2.91M. The position accounts for 1.03% of the portfolio, ranked #28.

Values Added Financial first reported a position in NVDA in Q2 2023 and has held it in 14 quarters since. 2,625 funds tracked by Wall St. Rank hold NVDA as of Q3 2026.

  • Values Added Financial held 12,720 shares of NVIDIA worth $2.91M as of Q3 2026.
  • Values Added Financial sold 113 NVIDIA shares in Q3 2026, an estimated $24.2K.
  • NVIDIA made up 1.03% of Values Added Financial's portfolio in Q3 2026, its #28 holding.
  • Values Added Financial first reported a position in NVIDIA in Q2 2023 and has held it in 14 quarters since.
  • 2,625 funds tracked by Wall St. Rank held NVIDIA as of Q3 2026.

Based on Values Added Financial's 13F filing for Q3 2026, filed 28 Oct 2026.