Circle Wealth Management’s NVIDIA NVDA Stock Holding History

Circle 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
2025 Q3	–	Hold	0	–	-$237K	–	237
2025 Q2	–	Hold	0	–	–	–	207

Other funds holding NVDA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Circle Wealth Management reduced its NVIDIA (NVDA) stake by 7.1% in Q2 2026, selling an estimated $1.59M and leaving 101,098 shares worth $20.2M. The position accounts for 0.25% of the portfolio, ranked #30.

Circle Wealth Management first reported a position in NVDA in Q2 2020 and has held it in 25 quarters since. 5,991 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

Circle Wealth Management held 101,098 shares of NVIDIA worth $20.2M as of Q2 2026.
Circle Wealth Management sold 7,753 NVIDIA shares in Q2 2026, an estimated $1.59M.
NVIDIA made up 0.25% of Circle Wealth Management's portfolio in Q2 2026, its #30 holding.
Circle Wealth Management first reported a position in NVIDIA in Q2 2020 and has held it in 25 quarters since.
5,991 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Circle Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.