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Centric Wealth Management’s NVIDIA NVDA Stock Holding History

Centric 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
2021
Q3 		– Sell
-8,000
Closed -$10K – 155
2021
Q2 		$10K Buy
+8,000
New +$128K ﹤0.01% 150

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

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

Centric Wealth Management held its NVIDIA (NVDA) position steady in Q2 2026 at 47,040 shares worth $9.34M. The position accounts for 1.45% of the portfolio, ranked #15.

Centric Wealth Management first reported a position in NVDA in Q2 2020 and has held it in 24 quarters since. The position peaked at $9.67M in Q3 2025. 5,962 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Centric Wealth Management held 47,040 shares of NVIDIA worth $9.34M as of Q2 2026.
  • Centric Wealth Management left its NVIDIA share count unchanged in Q2 2026.
  • NVIDIA made up 1.45% of Centric Wealth Management's portfolio in Q2 2026, its #15 holding.
  • Centric Wealth Management first reported a position in NVIDIA in Q2 2020 and has held it in 24 quarters since.
  • Centric Wealth Management's NVIDIA position peaked at $9.67M in Q3 2025.
  • 5,962 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Centric Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.