Athena Investment Management’s NVIDIA NVDA Stock Holding History

Athena Investment 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	$508K	Sell	2,536 -2,023	-44%	-$416K	0.3%	76
2026 Q1	$795K	Hold	4,559	–	–	0.41%	62
2025 Q4	$850K	Sell	4,559 -25	-0.5%	-$4.65K	0.44%	55
2025 Q3	$855K	Sell	4,584 -25	-0.5%	-$4.36K	0.45%	53
2025 Q2	$728K	Hold	4,609	–	–	0.41%	60
2025 Q1	$500K	Sell	4,609 -27	-0.6%	-$3.42K	0.3%	79
2024 Q4	$623K	Sell	4,636 -25	-0.5%	-$3.45K	0.36%	69
2024 Q3	$566K	Hold	4,661	–	–	0.32%	69
2024 Q2	$576K	Sell	4,661 -119	-2%	-$12K	0.35%	70
2024 Q1	$432K	Sell	4,780 -40	-0.8%	-$2.9K	0.26%	93
2023 Q4	$239K	Hold	4,820	–	–	0.15%	128
2023 Q3	$210K	Hold	4,820	–	–	0.15%	129
2023 Q2	$204K	Buy	+4,820	New	+$160K	0.14%	136

Other funds holding NVDA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Athena Investment Management's NVDA Position: Q2 2026 in Review

Athena Investment Management reduced its NVIDIA (NVDA) stake by 44% in Q2 2026, selling an estimated $416K and leaving 2,536 shares worth $508K. The position accounts for 0.3% of the portfolio, ranked #76.

Athena Investment Management first reported a position in NVDA in Q2 2023 and has held it in 13 quarters since. The position peaked at $855K in Q3 2025. 5,991 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

Athena Investment Management held 2,536 shares of NVIDIA worth $508K as of Q2 2026.
Athena Investment Management sold 2,023 NVIDIA shares in Q2 2026, an estimated $416K.
NVIDIA made up 0.3% of Athena Investment Management's portfolio in Q2 2026, its #76 holding.
Athena Investment Management first reported a position in NVIDIA in Q2 2023 and has held it in 13 quarters since.
Athena Investment Management's NVIDIA position peaked at $855K in Q3 2025.
5,991 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Athena Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.