WIA
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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
2024
Q3 		– Sell
-3
Closed -$82.6K – 643
2024
Q2 		$82.6K Buy
+3
New +$303 0.05% 191

Other funds holding NVDA

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
DACG
Donor Advised Charitable Giving San Francisco, California $4.49B AUM 26.39% 1-Year Est. Return

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. 3,087 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.
  • 3,087 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.