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WestHill Financial Advisors’s NVIDIA NVDA Stock Holding History

WestHill 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
Q3 		$2.05M Buy
8,964
+211
+2% +$45.2K 0.34% 21
2026
Q2 		$1.75M Sell
8,753
-345
-4% -$70.9K 0.3% 25
2026
Q1 		$1.59M Sell
9,098
-27
-0.3% -$4.95K 0.3% 24
2025
Q4 		$1.7M Sell
9,125
-711
-7% -$132K 0.32% 22
2025
Q3 		$1.84M Sell
9,836
-115
-1% -$20K 0.36% 22
2025
Q2 		$1.57M Buy
9,951
+428
+4% +$53.9K 0.33% 22
2025
Q1 		$1.03M Buy
9,523
+168
+2% +$21.3K 0.24% 29
2024
Q4 		$1.26M Sell
9,355
-133
-1% -$18.3K 0.28% 26
2024
Q3 		$1.15M Sell
9,488
-523
-5% -$61.8K 0.26% 28
2024
Q2 		$1.24M Sell
10,011
-499
-5% -$50.5K 0.3% 26
2024
Q1 		$950K Buy
10,510
+4,800
+84% +$348K 0.23% 26
2023
Q4 		$283K Hold
5,710
– – 0.08% 54
2023
Q3 		$248K Buy
+5,710
New +$256K 0.07% 53

Other funds holding NVDA

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

WestHill Financial Advisors's NVDA Position: Q3 2026 in Review

WestHill Financial Advisors increased its NVIDIA (NVDA) stake by 2.4% in Q3 2026, buying an estimated $45.2K and bringing the position to 8,964 shares worth $2.05M. The position accounts for 0.34% of the portfolio, ranked #21.

WestHill Financial Advisors first reported a position in NVDA in Q3 2023 and has held it in 13 quarters since. 682 funds tracked by Wall St. Rank hold NVDA as of Q3 2026.

  • WestHill Financial Advisors held 8,964 shares of NVIDIA worth $2.05M as of Q3 2026.
  • WestHill Financial Advisors bought 211 NVIDIA shares in Q3 2026, an estimated $45.2K.
  • NVIDIA made up 0.34% of WestHill Financial Advisors's portfolio in Q3 2026, its #21 holding.
  • WestHill Financial Advisors first reported a position in NVIDIA in Q3 2023 and has held it in 13 quarters since.
  • 682 funds tracked by Wall St. Rank held NVIDIA as of Q3 2026.

Based on WestHill Financial Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.