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Wealthquest’s NVIDIA NVDA Stock Holding History

Wealthquest’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 		$6.37M Buy
31,827
+4,488
+16% +$923K 0.4% 25
2026
Q1 		$4.77M Buy
27,339
+3,698
+16% +$678K 0.34% 25
2025
Q4 		$4.41M Buy
23,641
+2,960
+14% +$551K 0.33% 25
2025
Q3 		$3.86M Buy
20,681
+2,177
+12% +$379K 0.31% 23
2025
Q2 		$2.92M Buy
18,504
+621
+3% +$78.2K 0.23% 28
2025
Q1 		$1.94M Buy
17,883
+258
+1% +$32.7K 0.16% 32
2024
Q4 		$2.37M Sell
17,625
-412
-2% -$56.8K 0.19% 33
2024
Q3 		$2.11M Buy
18,037
+417
+2% +$49.3K 0.19% 33
2024
Q2 		$2.18M Sell
17,620
-1,890
-10% -$191K 0.23% 32
2024
Q1 		$1.76M Buy
19,510
+590
+3% +$42.8K 0.19% 34
2023
Q4 		$937K Sell
18,920
-50
-0.3% -$2.32K 0.1% 54
2023
Q3 		$825K Sell
18,970
-11,570
-38% -$518K 0.1% 54
2023
Q2 		$1.29M Sell
30,540
-950
-3% -$31.5K 0.15% 46
2023
Q1 		$875K Sell
31,490
-12,610
-29% -$273K 0.11% 52
2022
Q4 		$645K Buy
44,100
+500
+1% +$7.33K 0.08% 68
2022
Q3 		$529K Buy
43,600
+910
+2% +$14.4K 0.07% 74
2022
Q2 		$647K Buy
42,690
+1,390
+3% +$26.2K 0.1% 65
2022
Q1 		$1.21M Hold
41,300
– – 0.19% 50
2021
Q4 		$1.21M Buy
41,300
+500
+1% +$13.8K 0.19% 50
2021
Q3 		$845K Buy
40,800
+1,000
+3% +$20.8K 0.14% 58
2021
Q2 		$796K Hold
39,800
– – 0.14% 62
2021
Q1 		$531K Sell
39,800
-440
-1% -$5.91K 0.1% 77
2020
Q4 		$525K Buy
40,240
+640
+2% +$8.57K 0.11% 72
2020
Q3 		$535K Hold
39,600
– – 0.13% 64
2020
Q2 		$376K Buy
+39,600
New +$320K 0.1% 72
2019
Q4 		$209K Buy
+35,640
New +$185K 0.06% 130

Other funds holding NVDA

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
DACG
Donor Advised Charitable Giving San Francisco, California $4.49B AUM 26.39% 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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Handelsbanken Fonder
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
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Wealthquest's NVDA Position: Q2 2026 in Review

Wealthquest increased its NVIDIA (NVDA) stake by 16% in Q2 2026, buying an estimated $923K and bringing the position to 31,827 shares worth $6.37M. The position accounts for 0.4% of the portfolio, ranked #25.

Wealthquest first reported a position in NVDA in Q4 2019 and has held it in 26 quarters since. 2,104 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Wealthquest held 31,827 shares of NVIDIA worth $6.37M as of Q2 2026.
  • Wealthquest bought 4,488 NVIDIA shares in Q2 2026, an estimated $923K.
  • NVIDIA made up 0.4% of Wealthquest's portfolio in Q2 2026, its #25 holding.
  • Wealthquest first reported a position in NVIDIA in Q4 2019 and has held it in 26 quarters since.
  • 2,104 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Wealthquest's 13F filing for Q2 2026, filed 23 Jul 2026.