Waterway Wealth Management’s NVIDIA NVDA Stock Holding History

Waterway 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	$11.4M	Sell	57,020 -6,004	-10%	-$1.23M	2.33%	12
2026 Q1	$11M	Buy	63,024 +11,225	+22%	+$2.06M	2.43%	12
2025 Q4	$9.66M	Buy	51,799 +6,160	+13%	+$1.15M	2.19%	14
2025 Q3	$8.52M	Buy	45,639 +2,744	+6%	+$478K	2.03%	14
2025 Q2	$6.78M	Buy	42,895 +8,397	+24%	+$1.06M	2.05%	11
2025 Q1	$3.74M	Buy	34,498 +3,656	+12%	+$463K	1.56%	10
2024 Q4	$4.14M	Buy	30,842 +934	+3%	+$129K	1.82%	11
2024 Q3	$3.63M	Buy	29,908 +567	+2%	+$67K	1.56%	11
2024 Q2	$3.62M	Sell	29,341 -3,349	-10%	-$339K	1.78%	10
2024 Q1	$2.95M	Buy	32,690 +570	+2%	+$41.3K	1.3%	9
2023 Q4	$1.59M	Buy	+32,120	New	+$1.49M	0.66%	16

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

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

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

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

Waterway Wealth Management reduced its NVIDIA (NVDA) stake by 9.5% in Q2 2026, selling an estimated $1.23M and leaving 57,020 shares worth $11.4M. The position accounts for 2.33% of the portfolio, ranked #12.

Waterway Wealth Management first reported a position in NVDA in Q4 2023 and has held it in 11 quarters since. 1,411 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

Waterway Wealth Management held 57,020 shares of NVIDIA worth $11.4M as of Q2 2026.
Waterway Wealth Management sold 6,004 NVIDIA shares in Q2 2026, an estimated $1.23M.
NVIDIA made up 2.33% of Waterway Wealth Management's portfolio in Q2 2026, its #12 holding.
Waterway Wealth Management first reported a position in NVIDIA in Q4 2023 and has held it in 11 quarters since.
1,411 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

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