AWM
NVDA icon

Axxcess Wealth Management’s NVIDIA NVDA Stock Holding History

Axxcess 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 		$108M Buy
539,701
+29,470
+6% +$6.06M 1.72% 6
2026
Q1 		$88.4M Sell
510,231
-90,039
-15% -$16.5M 2.83% 5
2025
Q4 		$112M Buy
600,270
+39,606
+7% +$7.37M 1.93% 5
2025
Q3 		$104M Sell
560,664
-3,341
-0.6% -$582K 2.21% 5
2025
Q2 		$89.1M Buy
564,005
+12,348
+2% +$1.55M 2.08% 6
2025
Q1 		$59.8M Buy
551,657
+48,158
+10% +$6.1M 1.59% 10
2024
Q4 		$67.6M Buy
503,499
+10,401
+2% +$1.43M 1.62% 8
2024
Q3 		$59.9M Buy
493,098
+62,633
+15% +$7.4M 1.47% 10
2024
Q2 		$52.2M Buy
430,465
+32,295
+8% +$3.27M 1.38% 14
2024
Q1 		$35.4M Sell
398,170
-4,890
-1% -$354K 0.97% 20
2023
Q4 		$19.7M Sell
403,060
-47,150
-10% -$2.19M 0.57% 33
2023
Q3 		$19.6M Buy
450,210
+174,660
+63% +$7.83M 0.67% 30
2023
Q2 		$11.7M Buy
275,550
+46,160
+20% +$1.53M 0.84% 20
2023
Q1 		$6.37M Buy
229,390
+8,160
+4% +$177K 0.48% 46
2022
Q4 		$3.23M Sell
221,230
-151,220
-41% -$2.22M 0.27% 83
2022
Q3 		$4.52M Buy
372,450
+24,680
+7% +$390K 0.43% 49
2022
Q2 		$5.27M Sell
347,770
-57,280
-14% -$1.08M 0.48% 43
2022
Q1 		$11.1M Buy
405,050
+20,790
+5% +$521K 0.86% 15
2021
Q4 		$11.3M Buy
+384,260
New +$10.6M 0.82% 19

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

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

Axxcess Wealth Management increased its NVIDIA (NVDA) stake by 5.8% in Q2 2026, buying an estimated $6.06M and bringing the position to 539,701 shares worth $108M. The position accounts for 1.72% of the portfolio, ranked #6.

Axxcess Wealth Management first reported a position in NVDA in Q4 2021 and has held it in 19 quarters since. The position peaked at $112M in Q4 2025. 5,932 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Axxcess Wealth Management held 539,701 shares of NVIDIA worth $108M as of Q2 2026.
  • Axxcess Wealth Management bought 29,470 NVIDIA shares in Q2 2026, an estimated $6.06M.
  • NVIDIA made up 1.72% of Axxcess Wealth Management's portfolio in Q2 2026, its #6 holding.
  • Axxcess Wealth Management first reported a position in NVIDIA in Q4 2021 and has held it in 19 quarters since.
  • Axxcess Wealth Management's NVIDIA position peaked at $112M in Q4 2025.
  • 5,932 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.