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Aries Wealth Management’s NVIDIA NVDA Stock Holding History

Aries 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 		$1.66M Hold
8,286
– – 0.33% 65
2026
Q1 		$1.45M Sell
8,286
-500
-6% -$91.7K 0.32% 72
2025
Q4 		$1.64M Sell
8,786
-1,449
-14% -$270K 0.36% 64
2025
Q3 		$1.91M Sell
10,235
-1,250
-11% -$218K 0.45% 55
2025
Q2 		$1.81M Sell
11,485
-2,510
-18% -$316K 0.47% 52
2025
Q1 		$1.52M Buy
13,995
+2,885
+26% +$366K 0.41% 63
2024
Q4 		$1.49M Sell
11,110
-1,345
-11% -$185K 0.41% 59
2024
Q3 		$1.51M Sell
12,455
-455
-4% -$53.7K 0.42% 58
2024
Q2 		$1.59M Hold
12,910
– – 0.5% 50
2024
Q1 		$1.17M Buy
12,910
+20
+0.2% +$1.45K 0.38% 69
2023
Q4 		$638K Sell
12,890
-580
-4% -$26.9K 0.23% 102
2023
Q3 		$621K Sell
13,470
-4,900
-27% -$220K 0.24% 98
2023
Q2 		$777K Buy
18,370
+60
+0.3% +$1.99K 0.3% 82
2023
Q1 		$509K Buy
18,310
+1,400
+8% +$30.3K 0.21% 112
2022
Q4 		$247K Buy
+16,910
New +$248K 0.11% 165
2022
Q3 		– Sell
-14,300
Closed -$217K – 187
2022
Q2 		$217K Buy
+14,300
New +$270K 0.1% 162
2022
Q1 		– Sell
-14,000
Closed -$412K – 173
2021
Q4 		$412K Sell
14,000
-10,120
-42% -$278K 0.16% 125
2021
Q3 		$500K Buy
24,120
+120
+0.5% +$2.49K 0.21% 98
2021
Q2 		$480K Hold
24,000
– – 0.21% 99
2021
Q1 		$367K Buy
24,000
+8,000
+50% +$108K 0.16% 118
2020
Q4 		$212K Hold
16,000
– – 0.11% 148
2020
Q3 		$216K Buy
+16,000
New +$186K 0.12% 135

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

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

Aries Wealth Management held its NVIDIA (NVDA) position steady in Q2 2026 at 8,286 shares worth $1.66M. The position accounts for 0.33% of the portfolio, ranked #65.

Aries Wealth Management first reported a position in NVDA in Q3 2020 and has held it in 22 quarters since. The position peaked at $1.91M in Q3 2025. 5,935 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Aries Wealth Management held 8,286 shares of NVIDIA worth $1.66M as of Q2 2026.
  • Aries Wealth Management left its NVIDIA share count unchanged in Q2 2026.
  • NVIDIA made up 0.33% of Aries Wealth Management's portfolio in Q2 2026, its #65 holding.
  • Aries Wealth Management first reported a position in NVIDIA in Q3 2020 and has held it in 22 quarters since.
  • Aries Wealth Management's NVIDIA position peaked at $1.91M in Q3 2025.
  • 5,935 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Aries Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.