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Balanced Wealth Group’s NVIDIA NVDA Stock Holding History

Balanced Wealth Group’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 		$219K Sell
1,092
-150
-12% -$30.8K 0.07% 76
2026
Q1 		$217K Buy
+1,242
New +$228K 0.08% 73
2024
Q2 		– Sell
-2,370
Closed -$210K – 71
2024
Q1 		$210K Buy
+2,370
New +$172K 0.09% 69

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

Balanced Wealth Group's NVDA Position: Q2 2026 in Review

Balanced Wealth Group reduced its NVIDIA (NVDA) stake by 12% in Q2 2026, selling an estimated $30.8K and leaving 1,092 shares worth $219K. The position accounts for 0.07% of the portfolio, ranked #76.

Balanced Wealth Group first reported a position in NVDA in Q1 2024 and has held it in 3 quarters since. 5,964 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Balanced Wealth Group held 1,092 shares of NVIDIA worth $219K as of Q2 2026.
  • Balanced Wealth Group sold 150 NVIDIA shares in Q2 2026, an estimated $30.8K.
  • NVIDIA made up 0.07% of Balanced Wealth Group's portfolio in Q2 2026, its #76 holding.
  • Balanced Wealth Group first reported a position in NVIDIA in Q1 2024 and has held it in 3 quarters since.
  • 5,964 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Balanced Wealth Group's 13F filing for Q2 2026, filed 10 Aug 2026.