WJ Wealth Management
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WJ Wealth Management’s NVIDIA NVDA Stock Holding History

WJ 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 		$10.7M Sell
46,642
-61
-0.1% -$13.1K 4.34% 6
2026
Q2 		$9.34M Sell
46,703
-9
-0% -$1.85K 3.69% 8
2026
Q1 		$8.15M Sell
46,712
-55
-0.1% -$10.1K 3.81% 8
2025
Q4 		$8.72M Sell
46,767
-994
-2% -$185K 3.82% 8
2025
Q3 		$9.7M Sell
47,761
-47,767
-50% -$8.33M 4.25% 7
2025
Q2 		$15.1M Sell
95,528
-9,562
-9% -$1.2M 4.76% 6
2025
Q1 		$11.4M Sell
105,090
-17,566
-14% -$2.23M 4.03% 8
2024
Q4 		$16.5M Buy
122,656
+492
+0.4% +$67.8K 5.67% 4
2024
Q3 		$14.8M Sell
122,164
-11,076
-8% -$1.31M 5.22% 6
2024
Q2 		$16.5M Buy
133,240
+11,200
+9% +$1.13M 5.99% 4
2024
Q1 		$11M Buy
122,040
+4,840
+4% +$351K 4.39% 8
2023
Q4 		$5.8M Buy
117,200
+4,680
+4% +$217K 2.52% 11
2023
Q3 		$4.89M Buy
112,520
+2,100
+2% +$94.1K 2.38% 13
2023
Q2 		$4.67M Buy
110,420
+77,190
+232% +$2.56M 2.21% 13
2023
Q1 		$923K Sell
33,230
-33,230
-50% -$719K 0.62% 30
2022
Q4 		$971K Hold
66,460
– – 0.56% 28
2022
Q3 		$805K Sell
66,460
-300
-0.4% -$4.74K 0.5% 29
2022
Q2 		$1.01M Buy
66,760
+33,300
+100% +$629K 0.72% 21
2022
Q1 		$913K Buy
33,460
+10
+0% +$251 0.61% 22
2021
Q4 		$984K Buy
33,450
+1,240
+4% +$34.1K 0.59% 24
2021
Q3 		$667K Buy
32,210
+90
+0.3% +$1.87K 0.44% 31
2021
Q2 		$642K Sell
32,120
-1,120
-3% -$18K 1.99% 13
2021
Q1 		$444K Sell
33,240
-4,000
-11% -$53.8K 1.38% 22
2020
Q4 		$486K Buy
37,240
+1,120
+3% +$15K 1.51% 19
2020
Q3 		$489K Sell
36,120
-41,480
-53% -$483K 1.58% 15
2020
Q2 		$738K Buy
77,600
+37,960
+96% +$307K 0.52% 26
2020
Q1 		$261K Buy
39,640
+3,360
+9% +$21.2K 0.94% 20
2019
Q4 		$213K Buy
+36,280
New +$189K 0.54% 33

Other funds holding NVDA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

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

WJ Wealth Management reduced its NVIDIA (NVDA) stake by 0.13% in Q3 2026, selling an estimated $13.1K and leaving 46,642 shares worth $10.7M. The position accounts for 4.34% of the portfolio, ranked #6.

WJ Wealth Management first reported a position in NVDA in Q4 2019 and has held it in 28 quarters since. The position peaked at $16.5M in Q4 2024. 3,977 funds tracked by Wall St. Rank hold NVDA as of Q3 2026.

  • WJ Wealth Management held 46,642 shares of NVIDIA worth $10.7M as of Q3 2026.
  • WJ Wealth Management sold 61 NVIDIA shares in Q3 2026, an estimated $13.1K.
  • NVIDIA made up 4.34% of WJ Wealth Management's portfolio in Q3 2026, its #6 holding.
  • WJ Wealth Management first reported a position in NVIDIA in Q4 2019 and has held it in 28 quarters since.
  • WJ Wealth Management's NVIDIA position peaked at $16.5M in Q4 2024.
  • 3,977 funds tracked by Wall St. Rank held NVIDIA as of Q3 2026.

Based on WJ Wealth Management's 13F filing for Q3 2026, filed 3 Nov 2026.