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Collaborative Wealth Management’s NVIDIA NVDA Stock Holding History

Collaborative 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 		$889K Buy
4,441
+174
+4% +$35.8K 0.37% 44
2026
Q1 		$744K Sell
4,267
-5,948
-58% -$1.09M 0.34% 49
2025
Q4 		$1.91M Buy
10,215
+6,010
+143% +$1.12M 0.67% 35
2025
Q3 		$785K Sell
4,205
-107
-2% -$18.7K 0.32% 66
2025
Q2 		$681K Buy
4,312
+35
+0.8% +$4.41K 0.3% 71
2025
Q1 		$464K Buy
4,277
+419
+11% +$53.1K 0.22% 93
2024
Q4 		$518K Sell
3,858
-91
-2% -$12.5K 0.24% 90
2024
Q3 		$480K Buy
3,949
+190
+5% +$22.4K 0.22% 97
2024
Q2 		$464K Buy
3,759
+409
+12% +$41.4K 0.23% 96
2024
Q1 		$303K Buy
+3,350
New +$243K 0.15% 121

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

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

Collaborative Wealth Management increased its NVIDIA (NVDA) stake by 4.1% in Q2 2026, buying an estimated $35.8K and bringing the position to 4,441 shares worth $889K. The position accounts for 0.37% of the portfolio, ranked #44.

Collaborative Wealth Management first reported a position in NVDA in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.91M in Q4 2025. 5,933 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Collaborative Wealth Management held 4,441 shares of NVIDIA worth $889K as of Q2 2026.
  • Collaborative Wealth Management bought 174 NVIDIA shares in Q2 2026, an estimated $35.8K.
  • NVIDIA made up 0.37% of Collaborative Wealth Management's portfolio in Q2 2026, its #44 holding.
  • Collaborative Wealth Management first reported a position in NVIDIA in Q1 2024 and has held it in 10 quarters since.
  • Collaborative Wealth Management's NVIDIA position peaked at $1.91M in Q4 2025.
  • 5,933 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Collaborative Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.