AWM
NVDA icon

Accurate Wealth Management’s NVIDIA NVDA Stock Holding History

Accurate 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 		$52.2M Buy
247,781
+10,724
+5% +$2.2M 4.98% 1
2026
Q1 		$44.7M Buy
237,057
+136,245
+135% +$25M 5.38% 1
2025
Q4 		$18.6M Sell
100,812
-7,078
-7% -$1.32M 2.37% 5
2025
Q3 		$19.4M Buy
107,890
+11,023
+11% +$1.92M 2.59% 4
2025
Q2 		$15.9M Buy
96,867
+9,061
+10% +$1.14M 2.43% 6
2025
Q1 		$9.74M Buy
87,806
+2,483
+3% +$315K 1.86% 8
2024
Q4 		$11.6M Buy
85,323
+6,466
+8% +$891K 2.23% 5
2024
Q3 		$10.4M Sell
78,857
-922
-1% -$109K 2.09% 4
2024
Q2 		$10.2M Buy
79,779
+4,399
+6% +$445K 2.46% 3
2024
Q1 		$5.74M Sell
75,380
-2,460
-3% -$178K 1.68% 11
2023
Q4 		$4.27M Sell
77,840
-2,610
-3% -$121K 1.33% 13
2023
Q3 		$3.54M Buy
80,450
+11,850
+17% +$531K 1.11% 21
2023
Q2 		$3.12M Buy
68,600
+1,820
+3% +$60.4K 0.97% 19
2023
Q1 		$1.84M Buy
66,780
+15,310
+30% +$331K 0.64% 33
2022
Q4 		$819K Buy
51,470
+12,100
+31% +$177K 0.3% 67
2022
Q3 		$476K Buy
39,370
+9,650
+32% +$153K 0.2% 95
2022
Q2 		$456K Sell
29,720
-13,770
-32% -$260K 0.25% 83
2022
Q1 		$1.19M Buy
43,490
+9,440
+28% +$237K 0.53% 43
2021
Q4 		$959K Buy
34,050
+450
+1% +$12.4K 0.78% 26
2021
Q3 		$702K Buy
33,600
+5,960
+22% +$124K 0.61% 45
2021
Q2 		$553K Buy
+27,640
New +$443K 0.49% 50

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

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

Accurate Wealth Management increased its NVIDIA (NVDA) stake by 4.5% in Q2 2026, buying an estimated $2.2M and bringing the position to 247,781 shares worth $52.2M. The position accounts for 4.98% of the portfolio, ranked #1.

Accurate Wealth Management first reported a position in NVDA in Q2 2021 and has held it in 21 quarters since. 5,933 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Accurate Wealth Management held 247,781 shares of NVIDIA worth $52.2M as of Q2 2026.
  • Accurate Wealth Management bought 10,724 NVIDIA shares in Q2 2026, an estimated $2.2M.
  • NVIDIA made up 4.98% of Accurate Wealth Management's portfolio in Q2 2026, its #1 holding.
  • Accurate Wealth Management first reported a position in NVIDIA in Q2 2021 and has held it in 21 quarters since.
  • 5,933 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.