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Atlantic Family Wealth’s NVIDIA NVDA Stock Holding History

Atlantic Family Wealth’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 		$1.12M Hold
5,587
– – 0.71% 13
2026
Q1 		$975K Sell
5,587
-363
-6% -$66.6K 0.7% 12
2025
Q4 		$1.11M Buy
5,950
+7
+0.1% +$1.3K 0.84% 12
2025
Q3 		$1.11M Buy
5,943
+655
+12% +$114K 0.86% 12
2025
Q2 		$835K Buy
5,288
+110
+2% +$13.8K 0.73% 12
2025
Q1 		$561K Buy
5,178
+189
+4% +$24K 0.52% 16
2024
Q4 		$670K Buy
+4,989
New +$688K 0.79% 12

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

Atlantic Family Wealth's NVDA Position: Q2 2026 in Review

Atlantic Family Wealth held its NVIDIA (NVDA) position steady in Q2 2026 at 5,587 shares worth $1.12M. The position accounts for 0.71% of the portfolio, ranked #13.

Atlantic Family Wealth 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.

  • Atlantic Family Wealth held 5,587 shares of NVIDIA worth $1.12M as of Q2 2026.
  • Atlantic Family Wealth left its NVIDIA share count unchanged in Q2 2026.
  • NVIDIA made up 0.71% of Atlantic Family Wealth's portfolio in Q2 2026, its #13 holding.
  • Atlantic Family Wealth 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 Atlantic Family Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.