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NVDA icon

BetterWealth’s NVIDIA NVDA Stock Holding History

BetterWealth’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 		$2.27M Sell
11,355
-57
-0.5% -$11.7K 0.4% 22
2026
Q1 		$1.99M Buy
11,412
+1,220
+12% +$224K 0.39% 24
2025
Q4 		$1.9M Buy
10,192
+1,543
+18% +$287K 0.43% 22
2025
Q3 		$1.61M Sell
8,649
-10,265
-54% -$1.79M 0.38% 24
2025
Q2 		$2.99M Buy
18,914
+615
+3% +$77.4K 0.77% 20
2025
Q1 		$1.98M Buy
18,299
+151
+0.8% +$19.1K 0.56% 21
2024
Q4 		$2.44M Buy
18,148
+622
+4% +$85.7K 0.67% 21
2024
Q3 		$2.13M Buy
17,526
+150
+0.9% +$17.7K 0.63% 17
2024
Q2 		$2.15M Buy
17,376
+636
+4% +$64.3K 0.68% 18
2024
Q1 		$1.51M Sell
16,740
-1,150
-6% -$83.4K 0.49% 23
2023
Q4 		$886K Buy
17,890
+130
+0.7% +$6.03K 0.3% 29
2023
Q3 		$773K Buy
+17,760
New +$796K 0.31% 24

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

BetterWealth's NVDA Position: Q2 2026 in Review

BetterWealth reduced its NVIDIA (NVDA) stake by 0.5% in Q2 2026, selling an estimated $11.7K and leaving 11,355 shares worth $2.27M. The position accounts for 0.4% of the portfolio, ranked #22.

BetterWealth first reported a position in NVDA in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.99M in Q2 2025. 5,961 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • BetterWealth held 11,355 shares of NVIDIA worth $2.27M as of Q2 2026.
  • BetterWealth sold 57 NVIDIA shares in Q2 2026, an estimated $11.7K.
  • NVIDIA made up 0.4% of BetterWealth's portfolio in Q2 2026, its #22 holding.
  • BetterWealth first reported a position in NVIDIA in Q3 2023 and has held it in 12 quarters since.
  • BetterWealth's NVIDIA position peaked at $2.99M in Q2 2025.
  • 5,961 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

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