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Wiser Wealth Management’s NVIDIA NVDA Stock Holding History

Wiser Wealth Management’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 		$3.58M Buy
15,696
+1,667
+12% +$357K 0.65% 16
2026
Q2 		$2.81M Buy
14,029
+1,185
+9% +$244K 0.54% 17
2026
Q1 		$2.24M Buy
12,844
+1,030
+9% +$189K 0.48% 18
2025
Q4 		$2.2M Buy
11,814
+426
+4% +$79.3K 0.49% 17
2025
Q3 		$2.12M Buy
11,388
+637
+6% +$111K 0.49% 18
2025
Q2 		$1.7M Buy
10,751
+1,253
+13% +$158K 0.43% 20
2025
Q1 		$1.03M Buy
9,498
+446
+5% +$56.5K 0.29% 26
2024
Q4 		$1.22M Buy
9,052
+1,913
+27% +$264K 0.34% 23
2024
Q3 		$867K Buy
7,139
+893
+14% +$105K 0.25% 24
2024
Q2 		$772K Buy
+6,246
New +$631K 0.24% 22

Other funds holding NVDA

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Wiser Wealth Management's NVDA Position: Q3 2026 in Review

Wiser Wealth Management increased its NVIDIA (NVDA) stake by 12% in Q3 2026, buying an estimated $357K and bringing the position to 15,696 shares worth $3.58M. The position accounts for 0.65% of the portfolio, ranked #16.

Wiser Wealth Management first reported a position in NVDA in Q2 2024 and has held it in 10 quarters since. 1,301 funds tracked by Wall St. Rank hold NVDA as of Q3 2026.

  • Wiser Wealth Management held 15,696 shares of NVIDIA worth $3.58M as of Q3 2026.
  • Wiser Wealth Management bought 1,667 NVIDIA shares in Q3 2026, an estimated $357K.
  • NVIDIA made up 0.65% of Wiser Wealth Management's portfolio in Q3 2026, its #16 holding.
  • Wiser Wealth Management first reported a position in NVIDIA in Q2 2024 and has held it in 10 quarters since.
  • 1,301 funds tracked by Wall St. Rank held NVIDIA as of Q3 2026.

Based on Wiser Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.