Wetzel Investment Advisors’s NVIDIA NVDA Stock Holding History

Wetzel Investment 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	$1.82M	Buy	9,103 +1,112	+14%	+$229K	0.63%	32
2026 Q1	$1.39M	Sell	7,991 -431	-5%	-$79.1K	0.55%	34
2025 Q4	$1.57M	Buy	8,422 +885	+12%	+$165K	0.64%	30
2025 Q3	$1.41M	Sell	7,537 -54	-0.7%	-$9.41K	0.6%	30
2025 Q2	$1.2M	Buy	7,591 +125	+2%	+$15.7K	0.55%	34
2025 Q1	$809K	Buy	7,466 +409	+6%	+$51.8K	0.41%	43
2024 Q4	$948K	Sell	7,057 -211	-3%	-$29.1K	0.47%	40
2024 Q3	$883K	Buy	7,268 +6,858	+1,673%	+$810K	0.44%	43
2024 Q2	$370K	Sell	410 -4,500	-92%	-$455K	0.21%	78
2024 Q1	$416K	Sell	4,910 -130	-3%	-$9.42K	0.24%	71
2023 Q4	$250K	Buy	+5,040	New	+$234K	0.15%	97

Other funds holding NVDA

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

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

Wetzel Investment Advisors's NVDA Position: Q2 2026 in Review

Wetzel Investment Advisors increased its NVIDIA (NVDA) stake by 14% in Q2 2026, buying an estimated $229K and bringing the position to 9,103 shares worth $1.82M. The position accounts for 0.63% of the portfolio, ranked #32.

Wetzel Investment Advisors first reported a position in NVDA in Q4 2023 and has held it in 11 quarters since. 2,020 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

Wetzel Investment Advisors held 9,103 shares of NVIDIA worth $1.82M as of Q2 2026.
Wetzel Investment Advisors bought 1,112 NVIDIA shares in Q2 2026, an estimated $229K.
NVIDIA made up 0.63% of Wetzel Investment Advisors's portfolio in Q2 2026, its #32 holding.
Wetzel Investment Advisors first reported a position in NVIDIA in Q4 2023 and has held it in 11 quarters since.
2,020 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Wetzel Investment Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.