WBH Advisory
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WBH Advisory’s NVIDIA NVDA Stock Holding History

WBH Advisory’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 		$4.32M Buy
18,927
+514
+3% +$110K 0.29% 67
2026
Q2 		$3.68M Buy
18,413
+882
+5% +$181K 0.25% 84
2026
Q1 		$3.08M Buy
17,531
+8,028
+84% +$1.47M 0.23% 85
2025
Q4 		$1.77M Buy
9,503
+234
+3% +$43.6K 0.13% 120
2025
Q3 		$1.73M Buy
9,269
+100
+1% +$17.4K 0.13% 119
2025
Q2 		$1.45M Sell
9,169
-3
-0% -$378 0.12% 123
2025
Q1 		$994K Hold
9,172
– – 0.09% 154
2024
Q4 		$1.23M Sell
9,172
-582
-6% -$80.2K 0.11% 132
2024
Q3 		$1.18M Buy
9,754
+169
+2% +$20K 0.11% 136
2024
Q2 		$1.18M Sell
9,585
-125
-1% -$12.6K 0.12% 132
2024
Q1 		$878K Buy
9,710
+1,350
+16% +$97.8K 0.09% 162
2023
Q4 		$414K Sell
8,360
-340
-4% -$15.8K 0.05% 229
2023
Q3 		$379K Buy
8,700
+40
+0.5% +$1.79K 0.05% 230
2023
Q2 		$366K Buy
8,660
+530
+7% +$17.6K 0.04% 237
2023
Q1 		$226K Buy
+8,130
New +$176K 0.03% 289
2021
Q3 		– Sell
-13,780
Closed -$266K – 288
2021
Q2 		$266K Buy
+13,780
New +$221K 0.04% 236

Other funds holding NVDA

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

WBH Advisory's NVDA Position: Q3 2026 in Review

WBH Advisory increased its NVIDIA (NVDA) stake by 2.8% in Q3 2026, buying an estimated $110K and bringing the position to 18,927 shares worth $4.32M. The position accounts for 0.29% of the portfolio, ranked #67.

WBH Advisory first reported a position in NVDA in Q2 2021 and has held it in 16 quarters since. 4,250 funds tracked by Wall St. Rank hold NVDA as of Q3 2026.

  • WBH Advisory held 18,927 shares of NVIDIA worth $4.32M as of Q3 2026.
  • WBH Advisory bought 514 NVIDIA shares in Q3 2026, an estimated $110K.
  • NVIDIA made up 0.29% of WBH Advisory's portfolio in Q3 2026, its #67 holding.
  • WBH Advisory first reported a position in NVIDIA in Q2 2021 and has held it in 16 quarters since.
  • 4,250 funds tracked by Wall St. Rank held NVIDIA as of Q3 2026.

Based on WBH Advisory's 13F filing for Q3 2026, filed 5 Nov 2026.