CWR
NVDA icon

Chico Wealth RIA’s NVIDIA NVDA Stock Holding History

Chico Wealth RIA’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 		$765K Sell
3,821
-504
-12% -$104K 0.4% 20
2026
Q1 		$754K Buy
4,325
+183
+4% +$33.6K 0.46% 20
2025
Q4 		$772K Buy
4,142
+1,184
+40% +$220K 0.5% 17
2025
Q3 		$552K Buy
2,958
+15
+0.5% +$2.62K 0.38% 19
2025
Q2 		$465K Buy
2,943
+760
+35% +$95.6K 0.37% 19
2025
Q1 		$237K Buy
2,183
+407
+23% +$51.6K 0.21% 25
2024
Q4 		$238K Buy
1,776
+22
+1% +$3.03K 0.21% 24
2024
Q3 		$213K Buy
+1,754
New +$207K 0.18% 29

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

Chico Wealth RIA's NVDA Position: Q2 2026 in Review

Chico Wealth RIA reduced its NVIDIA (NVDA) stake by 12% in Q2 2026, selling an estimated $104K and leaving 3,821 shares worth $765K. The position accounts for 0.4% of the portfolio, ranked #20.

Chico Wealth RIA first reported a position in NVDA in Q3 2024 and has held it in 8 quarters since. The position peaked at $772K in Q4 2025. 5,962 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Chico Wealth RIA held 3,821 shares of NVIDIA worth $765K as of Q2 2026.
  • Chico Wealth RIA sold 504 NVIDIA shares in Q2 2026, an estimated $104K.
  • NVIDIA made up 0.4% of Chico Wealth RIA's portfolio in Q2 2026, its #20 holding.
  • Chico Wealth RIA first reported a position in NVIDIA in Q3 2024 and has held it in 8 quarters since.
  • Chico Wealth RIA's NVIDIA position peaked at $772K in Q4 2025.
  • 5,962 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Chico Wealth RIA's 13F filing for Q2 2026, filed 13 Aug 2026.