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Cyndeo Wealth Partners’s NVIDIA NVDA Stock Holding History

Cyndeo 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 		$63.4M Buy
317,047
+1,932
+0.6% +$397K 2.99% 4
2026
Q1 		$55M Buy
315,115
+25,207
+9% +$4.62M 2.89% 3
2025
Q4 		$54.1M Buy
289,908
+8,338
+3% +$1.55M 2.91% 4
2025
Q3 		$52.5M Buy
281,570
+7,653
+3% +$1.33M 2.92% 3
2025
Q2 		$43.3M Buy
273,917
+16,584
+6% +$2.09M 2.57% 4
2025
Q1 		$27.9M Buy
257,333
+52,061
+25% +$6.6M 1.83% 5
2024
Q4 		$27.6M Buy
205,272
+6,685
+3% +$921K 1.86% 5
2024
Q3 		$24.1M Buy
198,587
+64,423
+48% +$7.61M 1.68% 5
2024
Q2 		$16.6M Sell
134,164
-5,236
-4% -$529K 1.3% 10
2024
Q1 		$12.6M Buy
139,400
+32,500
+30% +$2.36M 1.05% 18
2023
Q4 		$5.29M Buy
106,900
+1,240
+1% +$57.5K 0.49% 60
2023
Q3 		$4.6M Buy
105,660
+14,830
+16% +$664K 0.48% 61
2023
Q2 		$3.84M Buy
90,830
+860
+1% +$28.6K 0.4% 81
2023
Q1 		$2.5M Sell
89,970
-3,860
-4% -$83.5K 0.27% 108
2022
Q4 		$1.37M Buy
+93,830
New +$1.38M 0.16% 146

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

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

Cyndeo Wealth Partners increased its NVIDIA (NVDA) stake by 0.61% in Q2 2026, buying an estimated $397K and bringing the position to 317,047 shares worth $63.4M. The position accounts for 2.99% of the portfolio, ranked #4.

Cyndeo Wealth Partners first reported a position in NVDA in Q4 2022 and has held it in 15 quarters since. 5,933 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Cyndeo Wealth Partners held 317,047 shares of NVIDIA worth $63.4M as of Q2 2026.
  • Cyndeo Wealth Partners bought 1,932 NVIDIA shares in Q2 2026, an estimated $397K.
  • NVIDIA made up 2.99% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #4 holding.
  • Cyndeo Wealth Partners first reported a position in NVIDIA in Q4 2022 and has held it in 15 quarters since.
  • 5,933 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.