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Base Wealth Management’s NVIDIA NVDA Stock Holding History

Base 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 		$708K Sell
3,540
-79
-2% -$16.2K 0.33% 35
2026
Q1 		$631K Sell
3,619
-1,439
-28% -$264K 0.35% 35
2025
Q4 		$943K Sell
5,058
-54
-1% -$10.1K 0.51% 29
2025
Q3 		$954K Sell
5,112
-531
-9% -$92.6K 0.54% 27
2025
Q2 		$892K Sell
5,643
-1,104
-16% -$139K 0.57% 27
2025
Q1 		$731K Buy
+6,747
New +$855K 0.56% 30

Other funds holding NVDA

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Base Wealth Management reduced its NVIDIA (NVDA) stake by 2.2% in Q2 2026, selling an estimated $16.2K and leaving 3,540 shares worth $708K. The position accounts for 0.33% of the portfolio, ranked #35.

Base Wealth Management first reported a position in NVDA in Q1 2025 and has held it in 6 quarters since. The position peaked at $954K in Q3 2025. 4,742 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Base Wealth Management held 3,540 shares of NVIDIA worth $708K as of Q2 2026.
  • Base Wealth Management sold 79 NVIDIA shares in Q2 2026, an estimated $16.2K.
  • NVIDIA made up 0.33% of Base Wealth Management's portfolio in Q2 2026, its #35 holding.
  • Base Wealth Management first reported a position in NVIDIA in Q1 2025 and has held it in 6 quarters since.
  • Base Wealth Management's NVIDIA position peaked at $954K in Q3 2025.
  • 4,742 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

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