Wealth Management Partners
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Wealth Management Partners’s NVIDIA NVDA Stock Holding History

Wealth Management Partners’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 		$33.2M Sell
145,331
-7,791
-5% -$1.67M 7.8% 1
2026
Q2 		$30.6M Sell
153,122
-5,028
-3% -$1.03M 7.21% 2
2026
Q1 		$27.6M Sell
158,150
-10,638
-6% -$1.95M 7.88% 2
2025
Q4 		$31.5M Sell
168,788
-5,854
-3% -$1.09M 8.99% 1
2025
Q3 		$32.6M Sell
174,642
-6,476
-4% -$1.13M 10.35% 1
2025
Q2 		$28.7M Sell
181,118
-692
-0.4% -$87.1K 10.13% 1
2025
Q1 		$19.7M Sell
181,810
-1,492
-0.8% -$189K 9.13% 1
2024
Q4 		$24.6M Sell
183,302
-3,620
-2% -$499K 10.62% 1
2024
Q3 		$22.7M Buy
186,922
+1,031
+0.6% +$122K 10.52% 1
2024
Q2 		$23M Sell
185,891
-5,219
-3% -$528K 11.17% 1
2024
Q1 		$17.3M Sell
191,110
-19,450
-9% -$1.41M 8.77% 2
2023
Q4 		$10.4M Buy
210,560
+3,000
+1% +$139K 5.82% 3
2023
Q3 		$9.03M Sell
207,560
-15,690
-7% -$703K 5.63% 4
2023
Q2 		$9.44M Sell
223,250
-27,690
-11% -$919K 5.94% 3
2023
Q1 		$6.97M Sell
250,940
-9,060
-3% -$196K 4.87% 4
2022
Q4 		$3.77M Buy
260,000
+10,000
+4% +$147K 3.14% 9
2022
Q3 		$3.06M Buy
250,000
+20,000
+9% +$316K 2.69% 11
2022
Q2 		$3.5M Buy
230,000
+20,000
+10% +$377K 3.06% 11
2022
Q1 		$5.82M Buy
210,000
+10,000
+5% +$251K 4.15% 5
2021
Q4 		$6.02M Sell
200,000
-11,600
-5% -$319K 4.13% 6
2021
Q3 		$4.38M Sell
211,600
-12,920
-6% -$268K 3.25% 10
2021
Q2 		$4.49M Buy
224,520
+6,920
+3% +$111K 3.13% 10
2021
Q1 		$3.08M Buy
217,600
+2,000
+0.9% +$26.9K 2.3% 10
2020
Q4 		$2.9M Buy
+215,600
New +$2.89M 2.27% 10

Other funds holding NVDA

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Donor Advised Charitable Giving
Donor Advised Charitable Giving San Francisco, California $5.16B AUM 22.24% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Wealth Management Partners's NVDA Position: Q3 2026 in Review

Wealth Management Partners reduced its NVIDIA (NVDA) stake by 5.1% in Q3 2026, selling an estimated $1.67M and leaving 145,331 shares worth $33.2M. The position accounts for 7.8% of the portfolio, ranked #1.

Wealth Management Partners first reported a position in NVDA in Q4 2020 and has held it in 24 quarters since. 3,156 funds tracked by Wall St. Rank hold NVDA as of Q3 2026.

  • Wealth Management Partners held 145,331 shares of NVIDIA worth $33.2M as of Q3 2026.
  • Wealth Management Partners sold 7,791 NVIDIA shares in Q3 2026, an estimated $1.67M.
  • NVIDIA made up 7.8% of Wealth Management Partners's portfolio in Q3 2026, its #1 holding.
  • Wealth Management Partners first reported a position in NVIDIA in Q4 2020 and has held it in 24 quarters since.
  • 3,156 funds tracked by Wall St. Rank held NVIDIA as of Q3 2026.

Based on Wealth Management Partners's 13F filing for Q3 2026, filed 21 Oct 2026.