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Able Wealth Management’s NVIDIA NVDA Stock Holding History

Able 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
Q2 		$2.39M Buy
12,082
+3,423
+40% +$704K 0.55% 43
2026
Q1 		$1.48M Buy
8,659
+1,683
+24% +$309K 0.4% 48
2025
Q4 		$1.26M Buy
6,976
+1,662
+31% +$309K 0.4% 44
2025
Q3 		$991K Buy
5,314
+3,043
+134% +$530K 0.37% 47
2025
Q2 		$359K Sell
2,271
-12
-0.5% -$1.51K 0.18% 78
2025
Q1 		$247K Sell
2,283
-106
-4% -$13.4K 0.15% 87
2024
Q4 		$321K Buy
+2,389
New +$329K 0.21% 71
2024
Q1 		– Sell
-650
Closed -$32.2K – 412
2023
Q4 		$32.2K Buy
+650
New +$30.1K 0.03% 165

Other funds holding NVDA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Able Wealth Management's NVDA Position: Q2 2026 in Review

Able Wealth Management increased its NVIDIA (NVDA) stake by 40% in Q2 2026, buying an estimated $704K and bringing the position to 12,082 shares worth $2.39M. The position accounts for 0.55% of the portfolio, ranked #43.

Able Wealth Management first reported a position in NVDA in Q4 2023 and has held it in 8 quarters since. 5,969 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Able Wealth Management held 12,082 shares of NVIDIA worth $2.39M as of Q2 2026.
  • Able Wealth Management bought 3,423 NVIDIA shares in Q2 2026, an estimated $704K.
  • NVIDIA made up 0.55% of Able Wealth Management's portfolio in Q2 2026, its #43 holding.
  • Able Wealth Management first reported a position in NVIDIA in Q4 2023 and has held it in 8 quarters since.
  • 5,969 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Able Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.