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Whitaker-Myers Wealth Managers’s NVIDIA NVDA Stock Holding History

Whitaker-Myers Wealth Managers’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 		$2.75M Sell
13,748
-325
-2% -$66.8K 0.46% 29
2026
Q1 		$2.45M Sell
14,073
-275
-2% -$50.5K 0.49% 30
2025
Q4 		$2.68M Sell
14,348
-13,160
-48% -$2.45M 0.56% 26
2025
Q3 		$5.13M Buy
27,508
+3,143
+13% +$548K 1.12% 20
2025
Q2 		$3.85M Sell
24,365
-734
-3% -$92.4K 0.97% 17
2025
Q1 		$2.72M Buy
25,099
+2,923
+13% +$370K 0.76% 21
2024
Q4 		$2.98M Buy
22,176
+1,395
+7% +$192K 0.87% 21
2024
Q3 		$2.52M Sell
20,781
-1,272
-6% -$150K 0.84% 20
2024
Q2 		$2.72M Buy
22,053
+2,523
+13% +$255K 1.01% 19
2024
Q1 		$1.76M Buy
19,530
+4,040
+26% +$293K 0.74% 22
2023
Q4 		$767K Buy
15,490
+10,450
+207% +$484K 0.38% 43
2023
Q3 		$219K Buy
+5,040
New +$226K 0.14% 69

Other funds holding NVDA

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return