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CCG Wealth Management’s NVIDIA NVDA Stock Holding History

CCG 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 		$8.49M Buy
42,450
+1,220
+3% +$251K 1.97% 12
2026
Q1 		$7.19M Buy
41,230
+28,424
+222% +$5.21M 1.95% 13
2025
Q4 		$2.39M Buy
12,806
+737
+6% +$137K 1.02% 17
2025
Q3 		$2.25M Buy
12,069
+545
+5% +$95K 1.06% 19
2025
Q2 		$1.82M Buy
11,524
+1,367
+13% +$172K 0.96% 21
2025
Q1 		$1.1M Buy
10,157
+270
+3% +$34.2K 0.66% 29
2024
Q4 		$1.33M Sell
9,887
-463
-4% -$63.8K 0.74% 25
2024
Q3 		$1.26M Buy
10,350
+983
+10% +$116K 0.7% 24
2024
Q2 		$1.16M Buy
9,367
+3,497
+60% +$354K 0.65% 28
2024
Q1 		$531K Buy
5,870
+1,280
+28% +$92.8K 0.32% 40
2023
Q4 		$227K Sell
4,590
-280
-6% -$13K 0.15% 52
2023
Q3 		$212K Buy
4,870
+90
+2% +$4.03K 0.14% 57
2023
Q2 		$202K Buy
+4,780
New +$159K 0.13% 62
2022
Q2 		– Sell
-9,310
Closed -$254K – 120
2022
Q1 		$254K Buy
9,310
+1,310
+16% +$32.9K 0.12% 101
2021
Q4 		$234K Buy
+8,000
New +$220K 0.12% 79

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

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

CCG Wealth Management increased its NVIDIA (NVDA) stake by 3% in Q2 2026, buying an estimated $251K and bringing the position to 42,450 shares worth $8.49M. The position accounts for 1.97% of the portfolio, ranked #12.

CCG Wealth Management first reported a position in NVDA in Q4 2021 and has held it in 15 quarters since. 5,955 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • CCG Wealth Management held 42,450 shares of NVIDIA worth $8.49M as of Q2 2026.
  • CCG Wealth Management bought 1,220 NVIDIA shares in Q2 2026, an estimated $251K.
  • NVIDIA made up 1.97% of CCG Wealth Management's portfolio in Q2 2026, its #12 holding.
  • CCG Wealth Management first reported a position in NVIDIA in Q4 2021 and has held it in 15 quarters since.
  • 5,955 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on CCG Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.