NVIDIA CORP · CUSIP 67066G104 · CIK 1731731
As of 2026-06-30, SWS Partners reported 83.64K NVDA (shares), valued at $16.74M, or 3.61% of its reported non-derivative portfolio. Filed 2026-08-03.
Verify history & sources →Shares increased 13.72%; reported value increased 30.47%, and weight changed +0.45 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.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 3.61% | 83,644 | SEC filing ↗Filed Aug 3, 2026 |
| Q1 2026 | 3.16% | 73,550 | SEC filing ↗Filed Apr 21, 2026 |
| Q4 2025 | 2.41% | 53,506 | SEC filing ↗Filed Jan 16, 2026 |
| Q3 2025 | 2.44% | 53,543 | SEC filing ↗Filed Oct 16, 2025 |
| Q2 2025 | 2.37% | 55,499 | SEC filing ↗Filed Jul 17, 2025 |
| Q1 2025 | 2.11% | 59,231 | SEC filing ↗Filed May 27, 2025Amended |
| Q4 2024 | 2.39% | 58,817 | SEC filing ↗Filed Feb 6, 2025 |
| Q3 2024 | 2.09% | 53,939 | SEC filing ↗Filed Oct 15, 2024 |
| Q2 2024 | 1.99% | 53,938 | SEC filing ↗Filed Jul 17, 2024 |
| Q1 2024 | 1.61% | 5,968 | SEC filing ↗Filed Apr 30, 2024 |
| Q4 2023 | 0.86% | 5,348 | SEC filing ↗Filed Feb 13, 2024 |
| Q3 2023 | 0.86% | 5,348 | SEC filing ↗Filed Nov 9, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 0.86% | 5,348 | $2.33M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Nov 9, 2023 |
| Q4 2023 | 0.86% | 5,348 | $2.65M | Shares unchanged; reported value increased 13.86%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 13, 2024 |
| Q1 2024 | 1.61% | 5,968 | $5.39M | Shares increased 11.59%; reported value increased 103.62%, and weight changed +0.75 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 30, 2024 |
| Q2 2024 | 1.99% | 53,938 | $6.66M | Shares increased 803.79%; reported value increased 23.56%, and weight changed +0.38 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 17, 2024 |
| Q3 2024 | 2.09% | 53,939 | $6.55M | Shares increased 0.00%; reported value decreased 1.70%, and weight changed +0.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 15, 2024 |
| Q4 2024 | 2.39% | 58,817 | $7.90M | Shares increased 9.04%; reported value increased 20.58%, and weight changed +0.30 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 6, 2025 |
| Q1 2025 | 2.11% | 59,231 | $6.42M | Shares increased 0.70%; reported value decreased 18.73%, and weight changed -0.28 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 27, 2025 |
| Q2 2025 | 2.37% | 55,499 | $8.77M | Shares decreased 6.30%; reported value increased 36.60%, and weight changed +0.26 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 17, 2025 |
| Q3 2025 | 2.44% | 53,543 | $9.99M | Shares decreased 3.52%; reported value increased 13.93%, and weight changed +0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 16, 2025 |
| Q4 2025 | 2.41% | 53,506 | $9.98M | Shares decreased 0.07%; reported value decreased 0.12%, and weight changed -0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 16, 2026 |
| Q1 2026 | 3.16% | 73,550 | $12.83M | Shares increased 37.46%; reported value increased 28.55%, and weight changed +0.75 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 21, 2026 |
| Q2 2026 | 3.61% | 83,644 | $16.74M | Shares increased 13.72%; reported value increased 30.47%, and weight changed +0.45 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 3, 2026 |
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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.