Cadence Wealth Management’s NVIDIA NVDA Stock Holding History

Cadence 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	$1.02M	Buy	5,108 +588	+13%	+$121K	0.46%	31
2026 Q1	$788K	Sell	4,520 -63	-1%	-$11.6K	0.33%	36
2025 Q4	$855K	Buy	4,583 +74	+2%	+$13.8K	0.41%	28
2025 Q3	$841K	Buy	4,509 +10	+0.2%	+$1.74K	0.44%	30
2025 Q2	$711K	Buy	4,499 +68	+2%	+$8.56K	0.47%	29
2025 Q1	$480K	Sell	4,431 -42	-0.9%	-$5.32K	0.35%	33
2024 Q4	$601K	Buy	4,473 +156	+4%	+$21.5K	0.4%	23
2024 Q3	$524K	Buy	4,317 +8	+0.2%	+$945	0.43%	23
2024 Q2	$532K	Sell	4,309 -351	-8%	-$35.5K	0.37%	25
2024 Q1	$421K	Sell	4,660 -370	-7%	-$26.8K	0.43%	25
2023 Q4	$249K	Sell	5,030 -200	-4%	-$9.27K	0.2%	34
2023 Q3	$227K	Hold	5,230	–	–	0.19%	37
2023 Q2	$221K	Buy	+5,230	New	+$174K	0.21%	31

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

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

Cadence Wealth Management increased its NVIDIA (NVDA) stake by 13% in Q2 2026, buying an estimated $121K and bringing the position to 5,108 shares worth $1.02M. The position accounts for 0.46% of the portfolio, ranked #31.

Cadence Wealth Management first reported a position in NVDA in Q2 2023 and has held it in 13 quarters since. 5,962 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

Cadence Wealth Management held 5,108 shares of NVIDIA worth $1.02M as of Q2 2026.
Cadence Wealth Management bought 588 NVIDIA shares in Q2 2026, an estimated $121K.
NVIDIA made up 0.46% of Cadence Wealth Management's portfolio in Q2 2026, its #31 holding.
Cadence Wealth Management first reported a position in NVIDIA in Q2 2023 and has held it in 13 quarters since.
5,962 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Cadence Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.