Manager × security

Gradient Investments LLC NVDA holdings history

Who else holds this security? →

NVIDIA CORP · CUSIP 67066G104 · CIK 1542265

This is the oldest quarter open without an account, so changes against the quarter before it are withheld. Sign in to see them.
Citable facts

As of 2026-06-30, Gradient Investments LLC reported 960.22K NVDA (shares), valued at $192.13M, or 2.65% of its reported non-derivative portfolio. Filed 2026-07-08.

Verify history & sources →
Portfolio weight and quantity history
Reported portfolio weight
2.65%
Shares
960.22K
960,223
Reported value
$192.13M
USD

Shares increased 29.49%; reported value increased 48.56%, and weight changed +0.65 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.

Left: % · Right: Shares · Independently scaled axes

Exact data and methodology

Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.

QuarterWeightQuantitySource
Q2 20262.65%960,223SEC filing ↗Filed Jul 8, 2026
Q1 20262.00%741,546SEC filing ↗Filed Apr 13, 2026
Q4 20252.28%771,614SEC filing ↗Filed Jan 8, 2026
Q3 20252.47%792,506SEC filing ↗Filed Oct 6, 2025
Q2 20252.23%772,006SEC filing ↗Filed Jul 8, 2025
Q1 20251.75%802,376SEC filing ↗Filed Apr 9, 2025
Q4 20241.77%652,592SEC filing ↗Filed Jan 21, 2025
Q3 20241.52%601,726SEC filing ↗Filed Oct 15, 2024
Q2 20241.46%524,592SEC filing ↗Filed Jul 18, 2024
Q1 20241.17%55,753SEC filing ↗Filed Apr 23, 2024
Q4 20230.67%55,977SEC filing ↗Filed Jan 18, 2024
Q3 20230.56%48,992SEC filing ↗Filed Oct 27, 2023

History & evidence by quarter

QuarterWeightQuantityValueChange explainedSource
Q3 20230.56%48,992$21.31MThe prior quarter is outside the free window. Sign in for the comparison.SEC filing ↗
Filed Oct 27, 2023
Q4 20230.67%55,977$27.72MShares increased 14.26%; reported value increased 30.08%, and weight changed +0.11 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Jan 18, 2024
Q1 20241.17%55,753$50.38MShares decreased 0.40%; reported value increased 81.73%, and weight changed +0.50 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Apr 23, 2024
Q2 20241.46%524,592$64.81MShares increased 840.92%; reported value increased 28.65%, and weight changed +0.29 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Jul 18, 2024
Q3 20241.52%601,726$73.07MShares increased 14.70%; reported value increased 12.75%, and weight changed +0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Oct 15, 2024
Q4 20241.77%652,592$87.64MShares increased 8.45%; reported value increased 19.93%, and weight changed +0.25 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Jan 21, 2025
Q1 20251.75%802,376$86.96MShares increased 22.95%; reported value decreased 0.77%, and weight changed -0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Apr 9, 2025
Q2 20252.23%772,006$121.97MShares decreased 3.79%; reported value increased 40.26%, and weight changed +0.48 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Jul 8, 2025
Q3 20252.47%792,506$147.87MShares increased 2.66%; reported value increased 21.23%, and weight changed +0.24 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Oct 6, 2025
Q4 20252.28%771,614$143.91MShares decreased 2.64%; reported value decreased 2.68%, and weight changed -0.19 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Jan 8, 2026
Q1 20262.00%741,546$129.33MShares decreased 3.90%; reported value decreased 10.13%, and weight changed -0.28 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Apr 13, 2026
Q2 20262.65%960,223$192.13MShares increased 29.49%; reported value increased 48.56%, and weight changed +0.65 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Jul 8, 2026
Gradient Investments LLC · NVIDIA CORP

Take these holdings further.

This page includes 12 of 12 reported holdings. Sign in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.

  • Download CSV
  • Earlier quarters
  • Advanced screening & filtering
  • API & AI access
Already have an account?

+ New accounts get free API credits to explore data beyond ownership filings.

For AI agents & developers

The initial HTML of this page carries its exact data as script#research-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account.

Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP.

MCP  https://api.akkrudata.ai/mcp

get_institutional_portfolio
{"cik":"1542265","quarter":"2026Q2","cusip":"67066G104"}

get_institutional_manager_history
{"cik":"1542265","page_size":100}

Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.

MCP endpoint
https://api.akkrudata.ai/mcp
API / MCP documentation
/documents
llms.txt
/llms.txt
Sources, coverage & how to read this data

Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.

13F reports quarter-end long positions in securities traded on US exchanges, filed by managers holding at least $100 million of such securities; it is not the manager's full portfolio, not assets under management, and value changes are not returns. Weights use the reported total value as denominator. Option rows show notional value, not premium or net exposure. Amendments are merged into the quarter when Akkru could match them.