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Biltmore Wealth Management’s NVIDIA NVDA Stock Holding History

Biltmore 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 		$2.19M Sell
10,962
-296
-3% -$60.9K 0.68% 17
2026
Q1 		$1.96M Buy
11,258
+30
+0.3% +$5.5K 0.7% 16
2025
Q4 		$2.09M Sell
11,228
-1
-0% -$186 0.79% 15
2025
Q3 		$2.1M Sell
11,229
-1,530
-12% -$267K 0.8% 15
2025
Q2 		$2.02M Sell
12,759
-273
-2% -$34.4K 0.82% 16
2025
Q1 		$1.41M Sell
13,032
-75
-0.6% -$9.51K 0.6% 18
2024
Q4 		$1.76M Sell
13,107
-130
-1% -$17.9K 0.73% 16
2024
Q3 		$1.61M Sell
13,237
-8,973
-40% -$1.06M 0.66% 17
2024
Q2 		$2.74M Sell
22,210
-2,100
-9% -$212K 1.19% 15
2024
Q1 		$1.2M Hold
24,310
– – 0.57% 19
2023
Q4 		$1.2M Buy
24,310
+10
+0% +$463 0.57% 19
2023
Q3 		$1.06M Sell
24,300
-4,720
-16% -$211K 0.51% 19
2023
Q2 		$1.23M Sell
29,020
-22,680
-44% -$753K 0.52% 18
2023
Q1 		$1.44M Sell
51,700
-350
-0.7% -$7.58K 0.58% 18
2022
Q4 		$761K Buy
52,050
+820
+2% +$12K 0.33% 26
2022
Q3 		$622K Buy
51,230
+5,940
+13% +$93.9K 0.29% 30
2022
Q2 		$687K Buy
45,290
+450
+1% +$8.49K 0.3% 29
2022
Q1 		$1.22M Buy
44,840
+4,570
+11% +$115K 0.48% 20
2021
Q4 		$1.18M Sell
40,270
-580
-1% -$16K 0.45% 19
2021
Q3 		$846K Sell
40,850
-13,590
-25% -$282K 0.34% 28
2021
Q2 		$1.09M Buy
54,440
+1,040
+2% +$16.7K 0.44% 17
2021
Q1 		$713K Buy
+53,400
New +$718K 0.31% 28

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

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

Biltmore Wealth Management reduced its NVIDIA (NVDA) stake by 2.6% in Q2 2026, selling an estimated $60.9K and leaving 10,962 shares worth $2.19M. The position accounts for 0.68% of the portfolio, ranked #17.

Biltmore Wealth Management first reported a position in NVDA in Q1 2021 and has held it in 22 quarters since. The position peaked at $2.74M in Q2 2024. 5,962 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Biltmore Wealth Management held 10,962 shares of NVIDIA worth $2.19M as of Q2 2026.
  • Biltmore Wealth Management sold 296 NVIDIA shares in Q2 2026, an estimated $60.9K.
  • NVIDIA made up 0.68% of Biltmore Wealth Management's portfolio in Q2 2026, its #17 holding.
  • Biltmore Wealth Management first reported a position in NVIDIA in Q1 2021 and has held it in 22 quarters since.
  • Biltmore Wealth Management's NVIDIA position peaked at $2.74M in Q2 2024.
  • 5,962 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Biltmore Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.