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Crestmont Private Wealth’s NVIDIA NVDA Stock Holding History

Crestmont Private Wealth’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 		$831K Sell
4,156
-121
-3% -$24.9K 0.23% 34
2026
Q1 		$746K Buy
4,277
+8
+0.2% +$1.47K 0.24% 38
2025
Q4 		$796K Sell
4,269
-7
-0.2% -$1.3K 0.26% 29
2025
Q3 		$798K Sell
4,276
-101
-2% -$17.6K 0.26% 32
2025
Q2 		$691K Sell
4,377
-2,581
-37% -$325K 0.25% 32
2025
Q1 		$754K Buy
6,958
+17
+0.2% +$2.15K 0.33% 18
2024
Q4 		$932K Buy
6,941
+790
+13% +$109K 0.42% 14
2024
Q3 		$747K Hold
6,151
– – 0.33% 16
2024
Q2 		$760K Sell
6,151
-59
-1% -$5.96K 0.37% 19
2024
Q1 		$561K Hold
6,210
– – 0.28% 17
2023
Q4 		$308K Buy
6,210
+40
+0.6% +$1.85K 0.16% 37
2023
Q3 		$268K Sell
6,170
-2,210
-26% -$99K 0.16% 39
2023
Q2 		$354K Hold
8,380
– – 0.21% 33
2023
Q1 		$233K Buy
+8,380
New +$181K 0.15% 46
2022
Q2 		– Sell
-760
Closed -$21K – 41
2022
Q1 		$21K Buy
+760
New +$19.1K 0.02% 36

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

Crestmont Private Wealth's NVDA Position: Q2 2026 in Review

Crestmont Private Wealth reduced its NVIDIA (NVDA) stake by 2.8% in Q2 2026, selling an estimated $24.9K and leaving 4,156 shares worth $831K. The position accounts for 0.23% of the portfolio, ranked #34.

Crestmont Private Wealth first reported a position in NVDA in Q1 2022 and has held it in 15 quarters since. The position peaked at $932K in Q4 2024. 5,962 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Crestmont Private Wealth held 4,156 shares of NVIDIA worth $831K as of Q2 2026.
  • Crestmont Private Wealth sold 121 NVIDIA shares in Q2 2026, an estimated $24.9K.
  • NVIDIA made up 0.23% of Crestmont Private Wealth's portfolio in Q2 2026, its #34 holding.
  • Crestmont Private Wealth first reported a position in NVIDIA in Q1 2022 and has held it in 15 quarters since.
  • Crestmont Private Wealth's NVIDIA position peaked at $932K in Q4 2024.
  • 5,962 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Crestmont Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.