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Wealth Management Associates’s NVIDIA NVDA Stock Holding History

Wealth Management Associates’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 		$10.2M Buy
50,937
+1,357
+3% +$279K 2.81% 6
2026
Q1 		$8.65M Buy
49,580
+115
+0.2% +$21.1K 2.99% 6
2025
Q4 		$9.23M Sell
49,465
-920
-2% -$171K 3.21% 6
2025
Q3 		$9.4M Sell
50,385
-4,818
-9% -$840K 3.34% 5
2025
Q2 		$8.72M Buy
55,203
+375
+0.7% +$47.2K 3.39% 5
2025
Q1 		$5.94M Buy
54,828
+63
+0.1% +$7.99K 2.55% 8
2024
Q4 		$7.35M Sell
54,765
-1,495
-3% -$206K 3.14% 6
2024
Q3 		$6.83M Sell
56,260
-762
-1% -$90K 3% 7
2024
Q2 		$7.04M Sell
57,022
-513,198
-90% -$51.9M 3.3% 6
2024
Q1 		$7.04M Buy
570,220
+506,730
+798% +$36.7M 3.3% 6
2023
Q4 		$3.14M Sell
63,490
-8,810
-12% -$408K 1.66% 12
2023
Q3 		$3.14M Buy
72,300
+1,620
+2% +$72.6K 1.84% 11
2023
Q2 		$2.99M Sell
70,680
-13,720
-16% -$456K 1.69% 12
2023
Q1 		$2.34M Sell
84,400
-7,410
-8% -$160K 1.45% 14
2022
Q4 		$1.34M Sell
91,810
-9,900
-10% -$145K 0.89% 25
2022
Q3 		$1.23M Buy
101,710
+22,010
+28% +$348K 0.87% 26
2022
Q2 		$1.21M Sell
79,700
-790
-1% -$14.9K 0.82% 26
2022
Q1 		$2.2M Sell
80,490
-2,750
-3% -$69K 1.25% 15
2021
Q4 		$2.45M Buy
83,240
+19,630
+31% +$540K 1.32% 15
2021
Q3 		$1.32M Sell
63,610
-6,070
-9% -$126K 0.77% 28
2021
Q2 		$1.39M Sell
69,680
-7,960
-10% -$128K 0.79% 27
2021
Q1 		$1.04M Buy
77,640
+7,280
+10% +$97.8K 0.66% 33
2020
Q4 		$919K Buy
70,360
+2,160
+3% +$28.9K 0.6% 38
2020
Q3 		$923K Sell
68,200
-7,640
-10% -$88.9K 0.71% 33
2020
Q2 		$720K Sell
75,840
-11,160
-13% -$90.3K 0.61% 42
2020
Q1 		$573K Buy
87,000
+1,480
+2% +$9.34K 0.58% 45
2019
Q4 		$503K Sell
85,520
-18,160
-18% -$94.5K 0.36% 66
2019
Q3 		$451K Buy
+103,680
New +$436K 0.36% 69

Other funds holding NVDA

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
DACG
Donor Advised Charitable Giving San Francisco, California $4.49B AUM 26.39% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

Wealth Management Associates increased its NVIDIA (NVDA) stake by 2.7% in Q2 2026, buying an estimated $279K and bringing the position to 50,937 shares worth $10.2M. The position accounts for 2.81% of the portfolio, ranked #6.

Wealth Management Associates first reported a position in NVDA in Q3 2019 and has held it in 28 quarters since. 2,916 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Wealth Management Associates held 50,937 shares of NVIDIA worth $10.2M as of Q2 2026.
  • Wealth Management Associates bought 1,357 NVIDIA shares in Q2 2026, an estimated $279K.
  • NVIDIA made up 2.81% of Wealth Management Associates's portfolio in Q2 2026, its #6 holding.
  • Wealth Management Associates first reported a position in NVIDIA in Q3 2019 and has held it in 28 quarters since.
  • 2,916 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

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