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Causey Wealth LLC’s NVIDIA NVDA Stock Holding History

Causey Wealth LLC’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 		$2.41M Sell
12,064
-2,070
-15% -$426K 0.94% 29
2026
Q1 		$2.46M Sell
14,134
-135
-0.9% -$24.8K 1.05% 27
2025
Q4 		$2.66M Buy
14,269
+8,274
+138% +$1.54M 1.21% 26
2025
Q3 		$1.12M Hold
5,995
– – 0.55% 36
2025
Q2 		$947K Sell
5,995
-5
-0.1% -$629 0.49% 37
2025
Q1 		$650K Hold
6,000
– – 0.36% 41
2024
Q4 		$806K Buy
+6,000
New +$827K 0.47% 37

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

Causey Wealth LLC's NVDA Position: Q2 2026 in Review

Causey Wealth LLC reduced its NVIDIA (NVDA) stake by 15% in Q2 2026, selling an estimated $426K and leaving 12,064 shares worth $2.41M. The position accounts for 0.94% of the portfolio, ranked #29.

Causey Wealth LLC first reported a position in NVDA in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.66M in Q4 2025. 5,943 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Causey Wealth LLC held 12,064 shares of NVIDIA worth $2.41M as of Q2 2026.
  • Causey Wealth LLC sold 2,070 NVIDIA shares in Q2 2026, an estimated $426K.
  • NVIDIA made up 0.94% of Causey Wealth LLC's portfolio in Q2 2026, its #29 holding.
  • Causey Wealth LLC first reported a position in NVIDIA in Q4 2024 and has held it in 7 quarters since.
  • Causey Wealth LLC's NVIDIA position peaked at $2.66M in Q4 2025.
  • 5,943 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Causey Wealth LLC's 13F filing for Q2 2026, filed 11 Aug 2026.