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Cherrydale Wealth Management’s NVIDIA NVDA Stock Holding History

Cherrydale 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 		$3.91M Buy
19,527
+3
+0% +$617 1.02% 16
2026
Q1 		$3.4M Sell
19,524
-1,763
-8% -$323K 1.05% 15
2025
Q4 		$3.97M Hold
21,287
– – 1.21% 13
2025
Q3 		$3.97M Buy
21,287
+18
+0.1% +$3.14K 1.25% 13
2025
Q2 		$3.36M Sell
21,269
-196
-0.9% -$24.7K 1.17% 13
2025
Q1 		$2.33M Sell
21,465
-91
-0.4% -$11.5K 0.92% 15
2024
Q4 		$2.89M Buy
21,556
+162
+0.8% +$22.3K 1.12% 13
2024
Q3 		$2.6M Buy
21,394
+126
+0.6% +$14.9K 1.06% 14
2024
Q2 		$2.63M Buy
21,268
+2,028
+11% +$205K 1.15% 12
2024
Q1 		$1.74M Buy
19,240
+2,760
+17% +$200K 0.81% 15
2023
Q4 		$816K Buy
16,480
+640
+4% +$29.7K 0.43% 26
2023
Q3 		$689K Buy
15,840
+310
+2% +$13.9K 0.41% 26
2023
Q2 		$657K Buy
15,530
+640
+4% +$21.2K 0.46% 22
2023
Q1 		$414K Sell
14,890
-480
-3% -$10.4K 0.31% 24
2022
Q4 		$225K Buy
+15,370
New +$225K 0.19% 33
2022
Q2 		– Sell
-13,850
Closed -$378K – 42
2022
Q1 		$378K Buy
13,850
+860
+7% +$21.6K 0.28% 26
2021
Q4 		$382K Buy
+12,990
New +$357K 0.29% 26

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

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

Cherrydale Wealth Management increased its NVIDIA (NVDA) stake by 0.02% in Q2 2026, buying an estimated $617 and bringing the position to 19,527 shares worth $3.91M. The position accounts for 1.02% of the portfolio, ranked #16.

Cherrydale Wealth Management first reported a position in NVDA in Q4 2021 and has held it in 17 quarters since. The position peaked at $3.97M in Q3 2025. 5,922 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Cherrydale Wealth Management held 19,527 shares of NVIDIA worth $3.91M as of Q2 2026.
  • Cherrydale Wealth Management bought 3 NVIDIA shares in Q2 2026, an estimated $617.
  • NVIDIA made up 1.02% of Cherrydale Wealth Management's portfolio in Q2 2026, its #16 holding.
  • Cherrydale Wealth Management first reported a position in NVIDIA in Q4 2021 and has held it in 17 quarters since.
  • Cherrydale Wealth Management's NVIDIA position peaked at $3.97M in Q3 2025.
  • 5,922 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Cherrydale Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.