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Affinity Wealth Management’s NVIDIA NVDA Stock Holding History

Affinity 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 		$26M Buy
129,736
+848
+0.7% +$174K 3.34% 12
2026
Q1 		$22.5M Sell
128,888
-657
-0.5% -$121K 3.4% 11
2025
Q4 		$24.2M Sell
129,545
-725
-0.6% -$135K 3.43% 12
2025
Q3 		$24.3M Buy
130,270
+299
+0.2% +$52.1K 3.56% 12
2025
Q2 		$20.5M Sell
129,971
-1,082
-0.8% -$136K 3.28% 12
2025
Q1 		$14.2M Sell
131,053
-1,172
-0.9% -$149K 2.63% 12
2024
Q4 		$17.8M Sell
132,225
-2,379
-2% -$328K 3.15% 12
2024
Q3 		$16.3M Sell
134,604
-701
-0.5% -$82.8K 2.9% 13
2024
Q2 		$16.7M Sell
135,305
-2,465
-2% -$249K 3.05% 13
2024
Q1 		$12.4M Buy
137,770
+1,170
+0.9% +$84.8K 2.31% 15
2023
Q4 		$6.76M Buy
136,600
+3,890
+3% +$180K 1.39% 21
2023
Q3 		$5.77M Buy
132,710
+2,710
+2% +$121K 1.33% 25
2023
Q2 		$5.5M Sell
130,000
-90,530
-41% -$3.01M 1.26% 25
2023
Q1 		$6.13M Sell
220,530
-3,610
-2% -$78.1K 1.44% 23
2022
Q4 		$3.28M Sell
224,140
-5,280
-2% -$77.4K 0.78% 29
2022
Q3 		$2.79M Buy
229,420
+1,780
+0.8% +$28.1K 0.69% 32
2022
Q2 		$3.46M Sell
227,640
-6,810
-3% -$129K 0.8% 27
2022
Q1 		$5.32M Sell
234,450
-22,020
-9% -$552K 1.08% 20
2021
Q4 		$6.52M Sell
256,470
-2,420
-0.9% -$66.6K 1.35% 18
2021
Q3 		$5.15M Sell
258,890
-765,430
-75% -$15.9M 1.01% 24
2021
Q2 		$4.97M Buy
1,024,320
+777,440
+315% +$12.5M 0.99% 27
2021
Q1 		$3.75M Buy
246,880
+4,080
+2% +$54.8K 0.77% 29
2020
Q4 		$3.16M Buy
242,800
+9,480
+4% +$127K 0.67% 32
2020
Q3 		$3.24M Buy
233,320
+4,080
+2% +$47.5K 0.87% 22
2020
Q2 		$2.43M Buy
229,240
+61,280
+36% +$496K 3.07% 11
2020
Q1 		$1.19M Buy
+167,960
New +$1.06M 0.71% 26

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

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

Affinity Wealth Management increased its NVIDIA (NVDA) stake by 0.66% in Q2 2026, buying an estimated $174K and bringing the position to 129,736 shares worth $26M. The position accounts for 3.34% of the portfolio, ranked #12.

Affinity Wealth Management first reported a position in NVDA in Q1 2020 and has held it in 26 quarters since. 5,962 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Affinity Wealth Management held 129,736 shares of NVIDIA worth $26M as of Q2 2026.
  • Affinity Wealth Management bought 848 NVIDIA shares in Q2 2026, an estimated $174K.
  • NVIDIA made up 3.34% of Affinity Wealth Management's portfolio in Q2 2026, its #12 holding.
  • Affinity Wealth Management first reported a position in NVIDIA in Q1 2020 and has held it in 26 quarters since.
  • 5,962 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Affinity Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.