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	–	Hold	0	–	–	–	453
2026 Q1	–	Hold	0	–	–	–	426
2025 Q4	–	Hold	0	–	–	–	469
2025 Q2	–	Hold	0	–	-$704K	–	800
2025 Q1	–	Hold	0	–	–	–	446
2024 Q4	–	Hold	0	–	–	–	569
2024 Q3	–	Hold	0	–	–	–	338
2024 Q2	–	Hold	0	–	–	–	372
2024 Q1	–	Sell	-7,000	Closed	-$347K	–	767
2023 Q4	$347K	Buy	+7,000	New	+$324K	0.01%	485
2023 Q3	–	Hold	0	–	–	–	467
2023 Q2	–	Hold	0	–	–	–	578
2023 Q1	–	Hold	0	–	–	–	365
2022 Q4	–	Hold	0	–	–	–	561
2022 Q3	–	Hold	0	–	–	–	541
2022 Q2	–	Sell	-13,000	Closed	-$245K	–	340
2022 Q1	$355K	Buy	13,000 +1,000	+8%	+$25.1K	0.03%	340
2021 Q4	$353K	Buy	12,000 +4,000	+50%	+$110K	0.04%	286
2021 Q3	$166K	Sell	8,000 -8,000	-50%	-$166K	0.02%	330
2021 Q2	$320K	Buy	+16,000	New	+$256K	0.04%	271

Other funds holding NVDA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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. 5,962 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.
5,962 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.