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Venturi Wealth Management’s NVIDIA NVDA Stock Holding History

Venturi Wealth Management’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 		$68M Buy
340,034
+15,227
+5% +$3.13M 2.63% 7
2026
Q1 		$56.6M Buy
324,807
+10,729
+3% +$1.97M 2.55% 7
2025
Q4 		$58.6M Buy
314,078
+26,397
+9% +$4.91M 2.6% 7
2025
Q3 		$53.7M Sell
287,681
-3,046
-1% -$531K 2.49% 7
2025
Q2 		$45.9M Sell
290,727
-6,322
-2% -$796K 2.27% 8
2025
Q1 		$32.2M Buy
297,049
+32,082
+12% +$4.07M 1.68% 10
2024
Q4 		$35.6M Buy
264,967
+43,943
+20% +$6.06M 1.75% 11
2024
Q3 		$26.8M Buy
221,024
+120,048
+119% +$14.2M 1.41% 12
2024
Q2 		$12.5M Buy
100,976
+4,216
+4% +$426K 0.74% 38
2024
Q1 		$8.74M Sell
96,760
-9,950
-9% -$721K 0.56% 49
2023
Q4 		$5.28M Buy
106,710
+9,690
+10% +$449K 0.37% 56
2023
Q3 		$4.22M Buy
97,020
+19,260
+25% +$863K 0.33% 59
2023
Q2 		$3.29M Buy
77,760
+13,130
+20% +$436K 0.26% 56
2023
Q1 		$1.8M Buy
64,630
+3,410
+6% +$73.8K 0.15% 92
2022
Q4 		$895K Buy
61,220
+6,440
+12% +$94.5K 0.08% 180
2022
Q3 		$665K Buy
54,780
+9,670
+21% +$153K 0.06% 200
2022
Q2 		$684K Sell
45,110
-9,350
-17% -$176K 0.06% 188
2022
Q1 		$1.49M Buy
54,460
+7,940
+17% +$199K 0.11% 104
2021
Q4 		$1.37M Sell
46,520
-6,090
-12% -$168K 0.1% 123
2021
Q3 		$1.09M Sell
52,610
-100,550
-66% -$2.09M 0.09% 143
2021
Q2 		$3.06M Sell
153,160
-19,960
-12% -$320K 0.27% 64
2021
Q1 		$2.31M Sell
173,120
-15,600
-8% -$210K 0.22% 71
2020
Q4 		$2.46M Sell
188,720
-4,640
-2% -$62.1K 0.26% 71
2020
Q3 		$2.62M Buy
193,360
+61,200
+46% +$712K 0.3% 65
2020
Q2 		$1.25M Buy
132,160
+80,240
+155% +$649K 0.17% 93
2020
Q1 		$342K Buy
51,920
+960
+2% +$6.06K 0.06% 162
2019
Q4 		$300K Buy
50,960
+480
+1% +$2.5K 0.04% 204
2019
Q3 		$220K Sell
50,480
-13,280
-21% -$55.9K 0.03% 216
2019
Q2 		$262K Buy
63,760
+10,040
+19% +$41.6K 0.04% 220
2019
Q1 		$245K Buy
+53,720
New +$208K 0.03% 225

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
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
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

Venturi Wealth Management's NVDA Position: Q2 2026 in Review

Venturi Wealth Management increased its NVIDIA (NVDA) stake by 4.7% in Q2 2026, buying an estimated $3.13M and bringing the position to 340,034 shares worth $68M. The position accounts for 2.63% of the portfolio, ranked #7.

Venturi Wealth Management first reported a position in NVDA in Q1 2019 and has held it in 30 quarters since. 1,595 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Venturi Wealth Management held 340,034 shares of NVIDIA worth $68M as of Q2 2026.
  • Venturi Wealth Management bought 15,227 NVIDIA shares in Q2 2026, an estimated $3.13M.
  • NVIDIA made up 2.63% of Venturi Wealth Management's portfolio in Q2 2026, its #7 holding.
  • Venturi Wealth Management first reported a position in NVIDIA in Q1 2019 and has held it in 30 quarters since.
  • 1,595 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Venturi Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.