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Balboa Wealth Partners’s NVIDIA NVDA Stock Holding History

Balboa Wealth Partners’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 		$49.9M Sell
249,510
-9,393
-4% -$1.93M 6.8% 2
2026
Q1 		$45.2M Sell
258,903
-6,220
-2% -$1.14M 7.57% 1
2025
Q4 		$49.4M Sell
265,123
-15,850
-6% -$2.95M 8.18% 2
2025
Q3 		$52.4M Sell
280,973
-4,026
-1% -$702K 9.04% 2
2025
Q2 		$45M Sell
284,999
-3,939
-1% -$496K 9.03% 1
2025
Q1 		$31.3M Sell
288,938
-4,118
-1% -$522K 7.56% 2
2024
Q4 		$39.4M Sell
293,056
-25,258
-8% -$3.48M 8.98% 2
2024
Q3 		$38.7M Sell
318,314
-34,735
-10% -$4.1M 9.63% 1
2024
Q2 		$43.6M Sell
353,049
-43,321
-11% -$4.38M 11.52% 1
2024
Q1 		$35.8M Sell
396,370
-12,410
-3% -$899K 10.55% 1
2023
Q4 		$20.2M Sell
408,780
-3,780
-0.9% -$175K 6.73% 3
2023
Q3 		$17.9M Buy
412,560
+29,250
+8% +$1.31M 6.73% 3
2023
Q2 		$16.2M Sell
383,310
-56,200
-13% -$1.87M 5.66% 4
2023
Q1 		$12.2M Sell
439,510
-65,070
-13% -$1.41M 4.61% 4
2022
Q4 		$7.37M Buy
504,580
+6,020
+1% +$88.3K 3.32% 4
2022
Q3 		$6.05M Buy
+498,560
New +$7.88M 2.66% 5

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 $3.38T AUM 44.17% 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

Balboa Wealth Partners's NVDA Position: Q2 2026 in Review

Balboa Wealth Partners reduced its NVIDIA (NVDA) stake by 3.6% in Q2 2026, selling an estimated $1.93M and leaving 249,510 shares worth $49.9M. The position accounts for 6.8% of the portfolio, ranked #2.

Balboa Wealth Partners first reported a position in NVDA in Q3 2022 and has held it in 16 quarters since. The position peaked at $52.4M in Q3 2025. 5,994 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Balboa Wealth Partners held 249,510 shares of NVIDIA worth $49.9M as of Q2 2026.
  • Balboa Wealth Partners sold 9,393 NVIDIA shares in Q2 2026, an estimated $1.93M.
  • NVIDIA made up 6.8% of Balboa Wealth Partners's portfolio in Q2 2026, its #2 holding.
  • Balboa Wealth Partners first reported a position in NVIDIA in Q3 2022 and has held it in 16 quarters since.
  • Balboa Wealth Partners's NVIDIA position peaked at $52.4M in Q3 2025.
  • 5,994 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

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