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Balance Wealth’s NVIDIA NVDA Stock Holding History

Balance 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 		$1.78M Buy
8,903
+2,203
+33% +$453K 0.47% 44
2026
Q1 		$1.17M Buy
6,700
+368
+6% +$67.5K 0.36% 57
2025
Q4 		$1.18M Sell
6,332
-321
-5% -$59.8K 0.38% 58
2025
Q3 		$1.24M Buy
6,653
+985
+17% +$172K 0.31% 54
2025
Q2 		$896K Buy
5,668
+1,389
+32% +$175K 0.52% 50
2025
Q1 		$464K Buy
+4,279
New +$542K 0.3% 73

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

Balance Wealth's NVDA Position: Q2 2026 in Review

Balance Wealth increased its NVIDIA (NVDA) stake by 33% in Q2 2026, buying an estimated $453K and bringing the position to 8,903 shares worth $1.78M. The position accounts for 0.47% of the portfolio, ranked #44.

Balance Wealth first reported a position in NVDA in Q1 2025 and has held it in 6 quarters since. 5,936 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Balance Wealth held 8,903 shares of NVIDIA worth $1.78M as of Q2 2026.
  • Balance Wealth bought 2,203 NVIDIA shares in Q2 2026, an estimated $453K.
  • NVIDIA made up 0.47% of Balance Wealth's portfolio in Q2 2026, its #44 holding.
  • Balance Wealth first reported a position in NVIDIA in Q1 2025 and has held it in 6 quarters since.
  • 5,936 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Balance Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.