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Copia Wealth Management’s NVIDIA NVDA Stock Holding History

Copia 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 		$651K Buy
3,251
+2,483
+323% +$511K 0.39% 59
2026
Q1 		$134K Sell
768
-72
-9% -$13.2K 0.09% 127
2025
Q4 		$157K Buy
840
+195
+30% +$36.3K 0.11% 117
2025
Q3 		$120K Buy
645
+177
+38% +$30.9K 0.09% 128
2025
Q2 		$73.9K Buy
468
+60
+15% +$7.55K 0.06% 142
2025
Q1 		$44.2K Buy
408
+33
+9% +$4.18K 0.04% 168
2024
Q4 		$50.4K Buy
+375
New +$51.7K 0.05% 144

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

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

Copia Wealth Management increased its NVIDIA (NVDA) stake by 323% in Q2 2026, buying an estimated $511K and bringing the position to 3,251 shares worth $651K. The position accounts for 0.39% of the portfolio, ranked #59.

Copia Wealth Management first reported a position in NVDA in Q4 2024 and has held it in 7 quarters since. 5,955 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Copia Wealth Management held 3,251 shares of NVIDIA worth $651K as of Q2 2026.
  • Copia Wealth Management bought 2,483 NVIDIA shares in Q2 2026, an estimated $511K.
  • NVIDIA made up 0.39% of Copia Wealth Management's portfolio in Q2 2026, its #59 holding.
  • Copia Wealth Management first reported a position in NVIDIA in Q4 2024 and has held it in 7 quarters since.
  • 5,955 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.