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AE Wealth Management’s NVIDIA NVDA Stock Holding History

AE 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
2025
Q3 		– Sell
-100
Closed -$1 – 2347
2025
Q2 		$1 Buy
+100
New +$12.6K ﹤0.01% 2159
2018
Q2 		– Sell
-20,000
Closed -$20K – 493
2018
Q1 		$20K Buy
+20,000
New +$117K ﹤0.01% 439

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 $3.38T AUM 44.17% 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

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

AE Wealth Management increased its NVIDIA (NVDA) stake by 6.8% in Q2 2026, buying an estimated $50.3M and bringing the position to 3,849,032 shares worth $770M. The position accounts for 3.59% of the portfolio, ranked #1.

AE Wealth Management first reported a position in NVDA in Q3 2017 and has held it in 36 quarters since. 5,991 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • AE Wealth Management held 3,849,032 shares of NVIDIA worth $770M as of Q2 2026.
  • AE Wealth Management bought 244,619 NVIDIA shares in Q2 2026, an estimated $50.3M.
  • NVIDIA made up 3.59% of AE Wealth Management's portfolio in Q2 2026, its #1 holding.
  • AE Wealth Management first reported a position in NVIDIA in Q3 2017 and has held it in 36 quarters since.
  • 5,991 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.