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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
Q3 		$5.16M Buy
22,606
+8,858
+64% +$1.9M 0.84% 23
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

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
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
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return

Whitaker-Myers Wealth Managers's NVDA Position: Q3 2026 in Review

Whitaker-Myers Wealth Managers increased its NVIDIA (NVDA) stake by 64% in Q3 2026, buying an estimated $1.9M and bringing the position to 22,606 shares worth $5.16M. The position accounts for 0.84% of the portfolio, ranked #23.

Whitaker-Myers Wealth Managers first reported a position in NVDA in Q3 2023 and has held it in 13 quarters since. 570 funds tracked by Wall St. Rank hold NVDA as of Q3 2026.

  • Whitaker-Myers Wealth Managers held 22,606 shares of NVIDIA worth $5.16M as of Q3 2026.
  • Whitaker-Myers Wealth Managers bought 8,858 NVIDIA shares in Q3 2026, an estimated $1.9M.
  • NVIDIA made up 0.84% of Whitaker-Myers Wealth Managers's portfolio in Q3 2026, its #23 holding.
  • Whitaker-Myers Wealth Managers first reported a position in NVIDIA in Q3 2023 and has held it in 13 quarters since.
  • 570 funds tracked by Wall St. Rank held NVIDIA as of Q3 2026.

Based on Whitaker-Myers Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.