Brown Wealth Management’s NVIDIA NVDA Stock Holding History

Brown 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	$5.96M	Buy	29,784 +800	+3%	+$164K	1.33%	18
2026 Q1	$5.05M	Buy	28,984 +8,902	+44%	+$1.63M	1.3%	19
2025 Q4	$3.75M	Buy	20,082 +4,125	+26%	+$768K	0.99%	26
2025 Q3	$2.98M	Sell	15,957 -761	-5%	-$133K	0.84%	31
2025 Q2	$2.64M	Buy	16,718 +638	+4%	+$80.3K	0.82%	30
2025 Q1	$1.74M	Buy	16,080 +787	+5%	+$99.7K	0.6%	37
2024 Q4	$2.05M	Buy	15,293 +897	+6%	+$124K	0.73%	29
2024 Q3	$1.75M	Sell	14,396 -557	-4%	-$65.8K	0.63%	30
2024 Q2	$1.85M	Buy	14,953 +8,123	+119%	+$821K	0.74%	30
2024 Q1	$617K	Buy	6,830 +1,950	+40%	+$141K	0.26%	48
2023 Q4	$242K	Hold	4,880	–	–	0.11%	74
2023 Q3	$212K	Sell	4,880 -1,430	-23%	-$64.1K	0.1%	73
2023 Q2	$267K	Buy	+6,310	New	+$209K	0.14%	77

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

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

Brown Wealth Management increased its NVIDIA (NVDA) stake by 2.8% in Q2 2026, buying an estimated $164K and bringing the position to 29,784 shares worth $5.96M. The position accounts for 1.33% of the portfolio, ranked #18.

Brown Wealth Management first reported a position in NVDA in Q2 2023 and has held it in 13 quarters since. 5,943 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

Brown Wealth Management held 29,784 shares of NVIDIA worth $5.96M as of Q2 2026.
Brown Wealth Management bought 800 NVIDIA shares in Q2 2026, an estimated $164K.
NVIDIA made up 1.33% of Brown Wealth Management's portfolio in Q2 2026, its #18 holding.
Brown Wealth Management first reported a position in NVIDIA in Q2 2023 and has held it in 13 quarters since.
5,943 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Brown Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.