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Defined Wealth Management’s NVIDIA NVDA Stock Holding History

Defined 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 		$1.22M Buy
6,120
+408
+7% +$83.9K 0.63% 44
2026
Q1 		$996K Buy
5,712
+733
+15% +$134K 0.58% 48
2025
Q4 		$929K Buy
4,979
+394
+9% +$73.3K 0.54% 49
2025
Q3 		$855K Buy
4,585
+1,341
+41% +$234K 0.5% 52
2025
Q2 		$513K Buy
3,244
+332
+11% +$41.8K 0.32% 74
2025
Q1 		$316K Buy
2,912
+241
+9% +$30.5K 0.21% 91
2024
Q4 		$359K Buy
2,671
+262
+11% +$36.1K 0.24% 89
2024
Q3 		$293K Buy
2,409
+532
+28% +$62.8K 0.19% 98
2024
Q2 		$232K Buy
+1,877
New +$190K 0.16% 102

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

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

Defined Wealth Management increased its NVIDIA (NVDA) stake by 7.1% in Q2 2026, buying an estimated $83.9K and bringing the position to 6,120 shares worth $1.22M. The position accounts for 0.63% of the portfolio, ranked #44.

Defined Wealth Management first reported a position in NVDA in Q2 2024 and has held it in 9 quarters since. 5,962 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Defined Wealth Management held 6,120 shares of NVIDIA worth $1.22M as of Q2 2026.
  • Defined Wealth Management bought 408 NVIDIA shares in Q2 2026, an estimated $83.9K.
  • NVIDIA made up 0.63% of Defined Wealth Management's portfolio in Q2 2026, its #44 holding.
  • Defined Wealth Management first reported a position in NVIDIA in Q2 2024 and has held it in 9 quarters since.
  • 5,962 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Defined Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.