Wealth Group’s NVIDIA NVDA Stock Holding History

Wealth Group’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	$20.9M	Buy	104,675 +74,969	+252%	+$15.4M	5.23%	4
2026 Q1	$5.18M	Buy	29,706 +255	+0.9%	+$46.8K	4.83%	4
2025 Q4	$5.49M	Buy	+29,451	New	+$5.48M	5.35%	3
2025 Q2	$5.14M	Sell	32,542 -7,597	-19%	-$956K	5.1%	3
2025 Q1	$4.35M	Buy	40,139 +3,583	+10%	+$454K	2.82%	6
2024 Q4	$4.91M	Sell	36,556 -468	-1%	-$64.5K	3.18%	3
2024 Q3	$4.5M	Buy	37,024 +603	+2%	+$71.2K	3.02%	4
2024 Q2	$4.5M	Buy	36,421 +1,401	+4%	+$142K	3.23%	3
2024 Q1	$3.17M	Buy	+35,020	New	+$2.54M	2.39%	8

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

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

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

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Wealth Group's NVDA Position: Q2 2026 in Review

Wealth Group increased its NVIDIA (NVDA) stake by 252% in Q2 2026, buying an estimated $15.4M and bringing the position to 104,675 shares worth $20.9M. The position accounts for 5.23% of the portfolio, ranked #4.

Wealth Group first reported a position in NVDA in Q1 2024 and has held it in 9 quarters since. 2,020 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

Wealth Group held 104,675 shares of NVIDIA worth $20.9M as of Q2 2026.
Wealth Group bought 74,969 NVIDIA shares in Q2 2026, an estimated $15.4M.
NVIDIA made up 5.23% of Wealth Group's portfolio in Q2 2026, its #4 holding.
Wealth Group first reported a position in NVIDIA in Q1 2024 and has held it in 9 quarters since.
2,020 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Wealth Group's 13F filing for Q2 2026, filed 21 Jul 2026.