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Blue Rock Wealth Management’s NVIDIA NVDA Stock Holding History

Blue Rock 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 		$5.14M Buy
25,675
+700
+3% +$144K 2.86% 14
2026
Q1 		$4.36M Sell
24,975
-985
-4% -$181K 2.77% 13
2025
Q4 		$4.84M Buy
25,960
+4,223
+19% +$786K 3.01% 10
2025
Q3 		$4.06M Buy
21,737
+533
+3% +$92.9K 2.52% 14
2025
Q2 		$3.35M Sell
21,204
-415
-2% -$52.2K 2.33% 15
2025
Q1 		$2.34M Buy
21,619
+7,553
+54% +$957K 1.99% 17
2024
Q4 		$1.89M Buy
+14,066
New +$1.94M 1.99% 14

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

Blue Rock Wealth Management's NVDA Position: Q2 2026 in Review

Blue Rock Wealth Management increased its NVIDIA (NVDA) stake by 2.8% in Q2 2026, buying an estimated $144K and bringing the position to 25,675 shares worth $5.14M. The position accounts for 2.86% of the portfolio, ranked #14.

Blue Rock Wealth Management first reported a position in NVDA in Q4 2024 and has held it in 7 quarters since. 5,968 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Blue Rock Wealth Management held 25,675 shares of NVIDIA worth $5.14M as of Q2 2026.
  • Blue Rock Wealth Management bought 700 NVIDIA shares in Q2 2026, an estimated $144K.
  • NVIDIA made up 2.86% of Blue Rock Wealth Management's portfolio in Q2 2026, its #14 holding.
  • Blue Rock Wealth Management first reported a position in NVIDIA in Q4 2024 and has held it in 7 quarters since.
  • 5,968 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Blue Rock Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.