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Apex Wealth Management’s NVIDIA NVDA Stock Holding History

Apex 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 		$913K Buy
4,562
+100
+2% +$20.6K 0.56% 40
2026
Q1 		$778K Buy
4,462
+963
+28% +$177K 0.53% 40
2025
Q4 		$652K Sell
3,499
-1,283
-27% -$239K 0.66% 32
2025
Q3 		$892K Sell
4,782
-115
-2% -$20K 0.64% 37
2025
Q2 		$774K Buy
4,897
+387
+9% +$48.7K 0.62% 34
2025
Q1 		$489K Buy
4,510
+2,484
+123% +$315K 0.44% 33
2024
Q4 		$272K Buy
+2,026
New +$279K 0.23% 42

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

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

Apex Wealth Management increased its NVIDIA (NVDA) stake by 2.2% in Q2 2026, buying an estimated $20.6K and bringing the position to 4,562 shares worth $913K. The position accounts for 0.56% of the portfolio, ranked #40.

Apex Wealth Management first reported a position in NVDA in Q4 2024 and has held it in 7 quarters since. 5,933 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Apex Wealth Management held 4,562 shares of NVIDIA worth $913K as of Q2 2026.
  • Apex Wealth Management bought 100 NVIDIA shares in Q2 2026, an estimated $20.6K.
  • NVIDIA made up 0.56% of Apex Wealth Management's portfolio in Q2 2026, its #40 holding.
  • Apex Wealth Management first reported a position in NVIDIA in Q4 2024 and has held it in 7 quarters since.
  • 5,933 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Apex Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.