GW HENSSLER & ASSOCIATES LTD NVDA NVIDIA CORPORATION

Ownership history in GW HENSSLER & ASSOCIATES LTD  ·  17 quarters on record

AI Ownership Summary

GW HENSSLER & ASSOCIATES LTD reported NVIDIA CORPORATION (NVDA) in 17 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 2.13% in 2026 Q1. The latest visible filing shows NVDA at 2.13% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this NVDA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was GW HENSSLER & ASSOCIATES LTD's position in NVIDIA CORPORATION, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

NVDA was reported at 2.13% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.13% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How GW HENSSLER & ASSOCIATES LTD held NVDA — position size vs. price
% of Fund (quarterly)    NVDA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 259,725 +110,485 +74.0% 2.13% $45.3M 2026-05-15 $225.32
2025 Q4 REDUCED 149,240 -577 -0.4% 1.34% $27.8M 2026-02-10 $188.53
2025 Q2 ADDED 149,817 +134,796 +897.4% 1.26% $23.7M 2025-07-25 $173.47
2025 Q1 REDUCED 13.7% +45.8% 15,021 -2,394 -13.7% 0.11% $1.8M 2025-05-14 $135.31
2024 Q4 UNCHANGED 17,415 0% 0.12% $2.1M 2025-01-24 $142.57
2024 Q3 ADDED 17,415 +736 +4.4% 0.12% $2.1M 2024-10-25 $141.48
2024 Q2 ADDED 16,679 +15,100 +956.3% 0.12% $2.1M 2024-08-01 $109.16
2024 Q1 ADDED 1,579 +260 +19.7% 0.08% $1.4M 2024-05-07 $90.50
2023 Q4 ADDED 1,319 +25 +1.9% 0.04% $653K 2024-01-26 $60.99
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About GW HENSSLER & ASSOCIATES LTD and NVDA

These are the practical questions this page is built to answer before you even open the full history table.

How long has GW HENSSLER & ASSOCIATES LTD reported owning NVDA?

GW HENSSLER & ASSOCIATES LTD reported NVDA across 9 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported NVDA position in GW HENSSLER & ASSOCIATES LTD's portfolio?

The largest reported portfolio weight for NVDA was 2.13% in 2026 Q1.

What is the latest reported NVDA position on this page?

The most recent filing on this page is 2026 Q1, when GW HENSSLER & ASSOCIATES LTD reported 259,725 shares, equal to 2.13% of portfolio, with an estimated market value of $45.3M.

What does the chart on this NVDA ownership page compare?

The chart compares GW HENSSLER & ASSOCIATES LTD's quarterly NVDA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did GW HENSSLER & ASSOCIATES LTD time their NVDA position?

Based on 13F filing dates vs. subsequent NVDA price moves, GW HENSSLER & ASSOCIATES LTD correctly timed 10 out of 13 reported position changes (77%). The annualised alpha on NVDA relative to SPY over the holding period was +53.2%.

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