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Dakota Wealth Management’s NVIDIA NVDA Stock Holding History

Dakota 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 		$91.6M Buy
457,998
+31,847
+7% +$6.55M 1.75% 7
2026
Q1 		$74.3M Sell
426,151
-9,963
-2% -$1.83M 1.61% 9
2025
Q4 		$81.3M Buy
436,114
+64,752
+17% +$12.1M 1.44% 8
2025
Q3 		$69.3M Sell
371,362
-49,477
-12% -$8.62M 1.4% 9
2025
Q2 		$66.5M Buy
420,839
+50,794
+14% +$6.39M 1.4% 9
2025
Q1 		$40.1M Sell
370,045
-106,437
-22% -$13.5M 0.94% 14
2024
Q4 		$64M Sell
476,482
-27,003
-5% -$3.72M 1.47% 8
2024
Q3 		$61.1M Buy
503,485
+7,666
+2% +$906K 1.38% 8
2024
Q2 		$61.3M Sell
495,819
-56,201
-10% -$5.68M 1.44% 7
2024
Q1 		$49.9M Buy
552,020
+57,910
+12% +$4.2M 1.24% 8
2023
Q4 		$24.5M Buy
494,110
+28,740
+6% +$1.33M 0.95% 19
2023
Q3 		$20.2M Buy
465,370
+121,180
+35% +$5.43M 0.89% 21
2023
Q2 		$14.6M Sell
344,190
-69,420
-17% -$2.3M 0.69% 36
2023
Q1 		$11.5M Buy
413,610
+214,550
+108% +$4.64M 0.77% 30
2022
Q4 		$2.91M Sell
199,060
-21,300
-10% -$312K 0.21% 116
2022
Q3 		$2.67M Buy
220,360
+82,740
+60% +$1.31M 0.22% 114
2022
Q2 		$2.09M Sell
137,620
-154,390
-53% -$2.91M 0.19% 129
2022
Q1 		$7.97M Buy
292,010
+143,390
+96% +$3.6M 0.65% 38
2021
Q4 		$4.37M Buy
148,620
+54,340
+58% +$1.5M 0.46% 58
2021
Q3 		$1.95M Buy
94,280
+40,560
+76% +$842K 0.22% 116
2021
Q2 		$1.07M Buy
53,720
+600
+1% +$9.62K 0.13% 148
2021
Q1 		$709K Sell
53,120
-50,120
-49% -$674K 0.09% 176
2020
Q4 		$1.35M Buy
103,240
+6,680
+7% +$89.4K 0.18% 123
2020
Q3 		$1.31M Buy
+96,560
New +$1.12M 0.21% 106
2019
Q1 		– Sell
-119,480
Closed -$701K – 324
2018
Q4 		$701K Buy
119,480
+1,160
+1% +$5.55K 0.16% 125
2018
Q3 		$831K Buy
118,320
+33,760
+40% +$220K 0.19% 101
2018
Q2 		$501K Buy
+84,560
New +$514K 0.14% 126

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

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

Dakota Wealth Management increased its NVIDIA (NVDA) stake by 7.5% in Q2 2026, buying an estimated $6.55M and bringing the position to 457,998 shares worth $91.6M. The position accounts for 1.75% of the portfolio, ranked #7.

Dakota Wealth Management first reported a position in NVDA in Q2 2018 and has held it in 27 quarters since. 5,932 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Dakota Wealth Management held 457,998 shares of NVIDIA worth $91.6M as of Q2 2026.
  • Dakota Wealth Management bought 31,847 NVIDIA shares in Q2 2026, an estimated $6.55M.
  • NVIDIA made up 1.75% of Dakota Wealth Management's portfolio in Q2 2026, its #7 holding.
  • Dakota Wealth Management first reported a position in NVIDIA in Q2 2018 and has held it in 27 quarters since.
  • 5,932 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

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