Beta Wealth Group’s NVIDIA NVDA Stock Holding History

Beta 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	$1.73M	Sell	8,657 -700	-7%	-$144K	0.65%	36
2026 Q1	$1.63M	Buy	9,357 +173	+2%	+$31.7K	0.68%	34
2025 Q4	$1.71M	Sell	9,184 -13	-0.1%	-$2.42K	0.69%	36
2025 Q3	$1.72M	Sell	9,197 -1,797	-16%	-$313K	0.68%	35
2025 Q2	$1.74M	Sell	10,994 -1,490	-12%	-$188K	0.64%	40
2025 Q1	$1.35M	Sell	12,484 -8,287	-40%	-$1.05M	0.49%	41
2024 Q4	$2.79M	Sell	20,771 -690	-3%	-$95.1K	1.23%	25
2024 Q3	$2.61M	Buy	21,461 +10,069	+88%	+$1.19M	1.18%	28
2024 Q2	$1.41M	Buy	11,392 +6,402	+128%	+$647K	0.67%	38
2024 Q1	$451K	Buy	4,990 +300	+6%	+$21.7K	0.22%	72
2023 Q4	$232K	Sell	4,690 -110	-2%	-$5.1K	0.12%	95
2023 Q3	$209K	Sell	4,800 -280	-6%	-$12.5K	0.12%	95
2023 Q2	$215K	Buy	+5,080	New	+$169K	0.12%	94

Other funds holding NVDA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Beta Wealth Group reduced its NVIDIA (NVDA) stake by 7.5% in Q2 2026, selling an estimated $144K and leaving 8,657 shares worth $1.73M. The position accounts for 0.65% of the portfolio, ranked #36.

Beta Wealth Group first reported a position in NVDA in Q2 2023 and has held it in 13 quarters since. The position peaked at $2.79M in Q4 2024. 5,961 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

Beta Wealth Group held 8,657 shares of NVIDIA worth $1.73M as of Q2 2026.
Beta Wealth Group sold 700 NVIDIA shares in Q2 2026, an estimated $144K.
NVIDIA made up 0.65% of Beta Wealth Group's portfolio in Q2 2026, its #36 holding.
Beta Wealth Group first reported a position in NVIDIA in Q2 2023 and has held it in 13 quarters since.
Beta Wealth Group's NVIDIA position peaked at $2.79M in Q4 2024.
5,961 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Beta Wealth Group's 13F filing for Q2 2026, filed 24 Jul 2026.