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Core Wealth Management’s NVIDIA NVDA Stock Holding History

Core 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 		$608K Sell
3,041
-17
-0.6% -$3.5K 0.17% 18
2026
Q1 		$533K Sell
3,058
-4
-0.1% -$734 0.16% 19
2025
Q4 		$571K Buy
3,062
+58
+2% +$10.8K 0.18% 19
2025
Q3 		$560K Buy
3,004
+298
+11% +$51.9K 0.18% 19
2025
Q2 		$428K Buy
2,706
+66
+3% +$8.31K 0.15% 21
2025
Q1 		$286K Hold
2,640
– – 0.11% 26
2024
Q4 		$355K Hold
2,640
– – 0.14% 21
2024
Q3 		$326K Hold
2,640
– – 0.13% 19
2024
Q2 		$326K Buy
+2,640
New +$267K 0.13% 19

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

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

Core Wealth Management reduced its NVIDIA (NVDA) stake by 0.56% in Q2 2026, selling an estimated $3.5K and leaving 3,041 shares worth $608K. The position accounts for 0.17% of the portfolio, ranked #18.

Core Wealth Management first reported a position in NVDA in Q2 2024 and has held it in 9 quarters since. 5,932 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Core Wealth Management held 3,041 shares of NVIDIA worth $608K as of Q2 2026.
  • Core Wealth Management sold 17 NVIDIA shares in Q2 2026, an estimated $3.5K.
  • NVIDIA made up 0.17% of Core Wealth Management's portfolio in Q2 2026, its #18 holding.
  • Core Wealth Management first reported a position in NVIDIA in Q2 2024 and has held it in 9 quarters since.
  • 5,932 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Core Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.