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Curated Wealth Partners’s NVIDIA NVDA Stock Holding History

Curated Wealth Partners’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 		$9.5M Buy
47,473
+1,260
+3% +$259K 1.1% 12
2026
Q1 		$8.06M Buy
46,213
+9,736
+27% +$1.79M 1.02% 13
2025
Q4 		$6.8M Sell
36,477
-572
-2% -$106K 0.74% 13
2025
Q3 		$6.91M Sell
37,049
-5,364
-13% -$935K 0.84% 11
2025
Q2 		$6.7M Buy
42,413
+7,143
+20% +$899K 0.79% 11
2025
Q1 		$3.82M Buy
35,270
+6,219
+21% +$788K 0.49% 14
2024
Q4 		$3.9M Buy
29,051
+215
+0.7% +$29.6K 0.45% 13
2024
Q3 		$3.5M Sell
28,836
-22
-0.1% -$2.6K 0.45% 14
2024
Q2 		$3.57M Buy
+28,858
New +$2.92M 0.5% 13
2024
Q1 		– Sell
-35,010
Closed -$2.54M – 228
2023
Q4 		$1.73M Buy
35,010
+1,850
+6% +$85.7K 0.28% 23
2023
Q3 		$1.44M Buy
33,160
+10,860
+49% +$487K 0.26% 25
2023
Q2 		$943K Buy
22,300
+3,570
+19% +$119K 0.18% 38
2023
Q1 		$520K Buy
18,730
+820
+5% +$17.7K 0.12% 67
2022
Q4 		$262K Buy
+17,910
New +$263K 0.06% 107
2022
Q3 		– Sell
-16,950
Closed -$257K – 132
2022
Q2 		$257K Sell
16,950
-4,350
-20% -$82.1K 0.08% 109
2022
Q1 		$626K Hold
21,300
– – 0.21% 65
2021
Q4 		$626K Sell
21,300
-780
-4% -$21.5K 0.2% 67
2021
Q3 		$457K Sell
22,080
-480
-2% -$9.97K 0.26% 80
2021
Q2 		$451K Buy
22,560
+6,040
+37% +$96.8K 0.25% 79
2021
Q1 		$221K Buy
+16,520
New +$222K 0.14% 131

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

Curated Wealth Partners's NVDA Position: Q2 2026 in Review

Curated Wealth Partners increased its NVIDIA (NVDA) stake by 2.7% in Q2 2026, buying an estimated $259K and bringing the position to 47,473 shares worth $9.5M. The position accounts for 1.1% of the portfolio, ranked #12.

Curated Wealth Partners first reported a position in NVDA in Q1 2021 and has held it in 20 quarters since. 5,969 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Curated Wealth Partners held 47,473 shares of NVIDIA worth $9.5M as of Q2 2026.
  • Curated Wealth Partners bought 1,260 NVIDIA shares in Q2 2026, an estimated $259K.
  • NVIDIA made up 1.1% of Curated Wealth Partners's portfolio in Q2 2026, its #12 holding.
  • Curated Wealth Partners first reported a position in NVIDIA in Q1 2021 and has held it in 20 quarters since.
  • 5,969 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Curated Wealth Partners's 13F filing for Q2 2026, filed 13 Jul 2026.