Top trades by Australian Sharesight users — July 2026

Welcome to the July 2026 edition of Sharesight’s monthly trading snapshot for Australian investors, where we look at the top 20 trades made by Australian Sharesight users. Below we will look at the top trades overall, plus the top trades in individual stocks, which allows us to observe the broader investment trends by Australian Sharesight users, while also giving us an opportunity to zoom into the most popular stocks and the market-moving news behind them.

Top trades in July 2026

Note: To get a closer look at this chart, you can right-click and open the image in a new tab (for desktop) or press-hold and download the image or open it in a web browser (for mobile).

July's top trades were dominated by ETFs, led by Vanguard's MSCI Index International Shares (ASX: VGS) and Australian Shares (ASX: VAS) funds, followed by iShares' S&P 500 ETF (ASX: IVV). ETFs made up 13 of the top 20 trades, and most of that activity was buying rather than selling. Individual stocks showed the opposite pattern: every single-stock holding in the top 20 saw markedly higher sell activity than the ETFs above it, suggesting investors used July's volatility to trim individual positions while continuing to build their ETF holdings.

Most-traded stocks in July 2026

Note: To get a closer look at this chart, you can right-click and open the image in a new tab (for desktop) or press-hold and download the image or open it in a web browser (for mobile).

In July, the top-traded stocks were NVIDIA (NASDAQ: NVDA) and CSL (ASX: CSL), with CSL climbing into second place. Three stocks were new entries or re-entries into the top 20 this month: National Australia Bank (ASX: NAB), Apple (NASDAQ: AAPL) and Taiwan Semiconductor Manufacturing (NYSE: TSM). Sell pressure was particularly elevated among WiseTech Global (ASX: WTC), Micron Technology (NASDAQ: MU), BHP (ASX: BHP) and Woodside Energy (ASX: WDS), each showing markedly higher selling activity relative to its trade volume, suggesting Australian investors are becoming more selective even among the most actively traded names.

Let’s look at some of the market-moving news behind some of this month’s top stocks:

NVIDIA (NASDAQ: NVDA)

• NVIDIA plunges to lowest market cap since 2019 as investors pivot to memory and storage stocks
• Is NVIDIA undervalued?
• NVIDIA in talks to finance OpenAI

CSL (ASX: CSL)

• Could CSL’s share price double over the next year?
• Shares hit highest price in months following news of upcoming clinical trials

WiseTech Global (ASX: WTC)

• WiseTech shares have plummeted 73% in 12 months, as scandals dampen investor sentiment
• Analysts see upside for WiseTech, as core operations remain resilient

SpaceX (NASDAQ: SPCX)

• SpaceX share price rises 16% as over 911 million shares become liquid
• Despite strong momentum in Q2, analysts are concerned about the stock’s long-term trajectory

Micron Technology (NASDAQ: MU)

• Micron exceeds Q3 estimates with revenue of US$41.5 billion
• Analysts predict Micron could return to all-time highs within months, as AI-driven demand keeps memory chip supply tight

Tesla (NASDAQ: TSLA)

• Tesla shares plunge 8% despite Q2 deliveries beating expectations
• Analysts predict Tesla stock could fall a further 10% by month's end

Microsoft (NASDAQ: MSFT)

• Microsoft trades at its cheapest valuation in years ahead of latest earnings report
• Shares rocket 15.5% — the largest single-day jump in stock market history — as Azure revenue tops US$100 billion

BHP (ASX: BHP)

• BHP shares soared 62% in FY26 — can they keep climbing?
• BHP shares close up 3.24% as iron ore and copper prices recover

Track your investment portfolio with Sharesight

Get access to insights like this by tracking your investment portfolio with Sharesight. Built for the needs of investors like you, with Sharesight you can:

• Track all your investments in one place, including stocks, mutual/managed funds, property, and even cryptocurrency
• Get the true picture of your investment performance, including the impact of brokerage fees, dividends, and capital gains with Sharesight’s annualised performance calculation methodology
• Run powerful reports built for investors, including performance, portfolio diversity, contribution analysis, exposure, drawdown risk, multi-period, multi-currency valuation and future income
• Run tax reports including taxable income (dividends/distributions), Capital Gains Tax (Australia and Canada), Traders Tax (Capital Gains for traders in NZ) and FIF foreign investment fund income reports (NZ)

Sign up for a FREE Sharesight account and get started tracking your investments today.

Disclaimer: The above article is for informational purposes only and does not constitute a specific product recommendation, or taxation or financial advice and should not be relied upon as such. While we use reasonable endeavours to keep the information up-to-date, we make no representation that any information is accurate or up-to-date. If you choose to make use of the content in this article, you do so at your own risk. To the extent permitted by law, we do not assume any responsibility or liability arising from or connected with your use or reliance on the content on our site. Please check with your adviser or accountant to obtain the correct advice for your situation.

FURTHER READING

• Subscribe to Sharesight20 trading snapshots
• How Sharesight calculates your investment performance
• Sharesight users' top 20 trades – June 2026