Cornerstone Wealth Management’s NVIDIA NVDA Stock Holding History

Cornerstone 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	$52.7M	Sell	263,411 -2,141	-0.8%	-$440K	2.27%	6
2026 Q1	$46.3M	Buy	265,552 +11,496	+5%	+$2.11M	2.32%	6
2025 Q4	$47.4M	Buy	254,056 +3,041	+1%	+$566K	2.46%	6
2025 Q3	$46.8M	Buy	251,015 +3,966	+2%	+$691K	2.59%	5
2025 Q2	$39M	Buy	247,049 +4,276	+2%	+$538K	2.37%	6
2025 Q1	$26.3M	Buy	242,773 +3,138	+1%	+$398K	1.78%	6
2024 Q4	$32.2M	Sell	239,635 -806	-0.3%	-$111K	2.17%	6
2024 Q3	$29.2M	Buy	240,441 +8,801	+4%	+$1.04M	2.06%	6
2024 Q2	$28.6M	Buy	231,640 +16,740	+8%	+$1.69M	2.2%	6
2024 Q1	$19.4M	Sell	214,900 -7,830	-4%	-$568K	1.57%	8
2023 Q4	$11M	Sell	222,730 -7,160	-3%	-$332K	0.95%	19
2023 Q3	$10M	Buy	229,890 +16,530	+8%	+$741K	0.94%	20
2023 Q2	$9.03M	Buy	213,360 +66,710	+45%	+$2.21M	0.81%	28
2023 Q1	$4.07M	Buy	+146,650	New	+$3.17M	0.4%	54
2022 Q3	$1.42M	Sell	117,260 -850	-0.7%	-$13.4K	0.16%	124
2022 Q2	$1.79M	Buy	118,110 +26,570	+29%	+$501K	0.2%	109
2022 Q1	$2.5M	Sell	91,540 -14,970	-14%	-$375K	0.24%	83
2021 Q4	$3.13M	Buy	106,510 +21,610	+25%	+$595K	0.3%	78
2021 Q3	$1.76M	Buy	84,900 +15,660	+23%	+$325K	0.19%	122
2021 Q2	$1.39M	Buy	69,240 +1,880	+3%	+$30.1K	0.15%	144
2021 Q1	$899K	Buy	67,360 +6,640	+11%	+$89.2K	0.11%	182
2020 Q4	$793K	Buy	60,720 +3,000	+5%	+$40.2K	0.1%	184
2020 Q3	$781K	Buy	57,720 +3,240	+6%	+$37.7K	0.12%	169
2020 Q2	$517K	Buy	54,480 +2,560	+5%	+$20.7K	0.08%	211
2020 Q1	$342K	Buy	51,920 +7,600	+17%	+$48K	0.07%	247
2019 Q4	$261K	Sell	44,320 -8,400	-16%	-$43.7K	0.04%	290
2019 Q3	$229K	Sell	52,720 -4,520	-8%	-$19K	0.04%	308
2019 Q2	$232K	Buy	57,240 +6,600	+13%	+$27.4K	0.04%	318
2019 Q1	$631K	Buy	+50,640	New	+$197K	0.08%	248
2018 Q4	–	Sell	-5,850,960	Closed	-$789K	–	892
2018 Q3	$789K	Sell	5,850,960 -2,531,520	-30%	-$16.5M	0.01%	774
2018 Q2	$865K	Buy	+8,382,480	New	+$50.9M	0.01%	821

Other funds holding NVDA

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

DACG

Donor Advised Charitable Giving San Francisco, California $4.49B AUM 26.39% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

Cornerstone Wealth Management reduced its NVIDIA (NVDA) stake by 0.81% in Q2 2026, selling an estimated $440K and leaving 263,411 shares worth $52.7M. The position accounts for 2.27% of the portfolio, ranked #6.

Cornerstone Wealth Management first reported a position in NVDA in Q2 2018 and has held it in 31 quarters since. 2,020 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

Cornerstone Wealth Management held 263,411 shares of NVIDIA worth $52.7M as of Q2 2026.
Cornerstone Wealth Management sold 2,141 NVIDIA shares in Q2 2026, an estimated $440K.
NVIDIA made up 2.27% of Cornerstone Wealth Management's portfolio in Q2 2026, its #6 holding.
Cornerstone Wealth Management first reported a position in NVIDIA in Q2 2018 and has held it in 31 quarters since.
2,020 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.