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Bullock Wealth Management’s NVIDIA NVDA Stock Holding History

Bullock 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 		$12M Sell
60,824
-397
-0.6% -$81.6K 5.21% 2
2026
Q1 		$10.8M Sell
61,221
-960
-2% -$176K 5.4% 2
2025
Q4 		$11.6M Sell
62,181
-509
-0.8% -$94.7K 5.67% 2
2025
Q3 		$11.7M Sell
62,690
-660
-1% -$115K 5.84% 2
2025
Q2 		$9.71M Buy
63,350
+148
+0.2% +$18.6K 5.14% 2
2025
Q1 		$6.96M Sell
63,202
-9,913
-14% -$1.26M 3.89% 2
2024
Q4 		$9.82M Sell
73,115
-1,118
-2% -$154K 5.73% 2
2024
Q3 		$8.69M Sell
74,233
-4,237
-5% -$500K 5.24% 2
2024
Q2 		$9.75M Sell
78,470
-5,660
-7% -$572K 6.39% 2
2024
Q1 		$7.6M Buy
+84,130
New +$6.1M 5.09% 2

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 $3.38T AUM 44.17% 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

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

Bullock Wealth Management reduced its NVIDIA (NVDA) stake by 0.65% in Q2 2026, selling an estimated $81.6K and leaving 60,824 shares worth $12M. The position accounts for 5.21% of the portfolio, ranked #2.

Bullock Wealth Management first reported a position in NVDA in Q1 2024 and has held it in 10 quarters since. 5,988 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Bullock Wealth Management held 60,824 shares of NVIDIA worth $12M as of Q2 2026.
  • Bullock Wealth Management sold 397 NVIDIA shares in Q2 2026, an estimated $81.6K.
  • NVIDIA made up 5.21% of Bullock Wealth Management's portfolio in Q2 2026, its #2 holding.
  • Bullock Wealth Management first reported a position in NVIDIA in Q1 2024 and has held it in 10 quarters since.
  • 5,988 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.