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Wellspring Financial Advisors’s NVIDIA NVDA Stock Holding History

Wellspring Financial Advisors’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 		$18.4M Sell
92,274
-14,078
-13% -$2.89M 1.21% 15
2026
Q1 		$18.5M Buy
106,352
+18,818
+21% +$3.45M 1.39% 15
2025
Q4 		$16.7M Buy
87,534
+54,189
+163% +$10.1M 1.32% 16
2025
Q3 		$6.58M Sell
33,345
-2,875
-8% -$501K 0.6% 26
2025
Q2 		$6.09M Buy
36,220
+6,339
+21% +$798K 0.61% 27
2025
Q1 		$3.62M Sell
29,881
-478
-2% -$60.6K 0.4% 28
2024
Q4 		$4.45M Sell
30,359
-15,821
-34% -$2.18M 0.47% 28
2024
Q3 		$5.99M Buy
46,180
+11,411
+33% +$1.35M 0.71% 24
2024
Q2 		$4.68M Buy
34,769
+2,979
+9% +$301K 0.64% 24
2024
Q1 		$2.87M Buy
31,790
+5,940
+23% +$431K 0.45% 32
2023
Q4 		$1.28M Buy
25,850
+3,850
+18% +$178K 0.32% 44
2023
Q3 		$957K Buy
22,000
+5,310
+32% +$238K 0.28% 50
2023
Q2 		$706K Hold
16,690
– – 0.2% 52
2023
Q1 		$464K Sell
16,690
-10,650
-39% -$230K 0.14% 65
2022
Q4 		$400K Buy
27,340
+9,450
+53% +$139K 0.13% 70
2022
Q3 		$217K Sell
17,890
-1,590
-8% -$25.1K 0.08% 77
2022
Q2 		$295K Buy
19,480
+100
+0.5% +$1.89K 0.1% 68
2022
Q1 		$529K Buy
19,380
+600
+3% +$15K 0.16% 53
2021
Q4 		$553K Hold
18,780
– – 0.15% 55
2021
Q3 		$389K Buy
18,780
+940
+5% +$19.5K 0.12% 61
2021
Q2 		$357K Buy
+17,840
New +$286K 0.11% 63
2021
Q1 		– Sell
-17,480
Closed -$228K – 105
2020
Q4 		$228K Sell
17,480
-560
-3% -$7.5K 0.08% 80
2020
Q3 		$244K Buy
+18,040
New +$210K 0.1% 75

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
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Wellspring Financial Advisors's NVDA Position: Q2 2026 in Review

Wellspring Financial Advisors reduced its NVIDIA (NVDA) stake by 13% in Q2 2026, selling an estimated $2.89M and leaving 92,274 shares worth $18.4M. The position accounts for 1.21% of the portfolio, ranked #15.

Wellspring Financial Advisors first reported a position in NVDA in Q3 2020 and has held it in 23 quarters since. The position peaked at $18.5M in Q1 2026. 2,020 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Wellspring Financial Advisors held 92,274 shares of NVIDIA worth $18.4M as of Q2 2026.
  • Wellspring Financial Advisors sold 14,078 NVIDIA shares in Q2 2026, an estimated $2.89M.
  • NVIDIA made up 1.21% of Wellspring Financial Advisors's portfolio in Q2 2026, its #15 holding.
  • Wellspring Financial Advisors first reported a position in NVIDIA in Q3 2020 and has held it in 23 quarters since.
  • Wellspring Financial Advisors's NVIDIA position peaked at $18.5M in Q1 2026.
  • 2,020 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Wellspring Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.