DWS
NVDA icon

Discipline Wealth Solutions’s NVIDIA NVDA Stock Holding History

Discipline Wealth Solutions’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 		$4.27M Buy
21,317
+409
+2% +$84.1K 0.37% 46
2026
Q1 		$3.65M Buy
20,908
+1,279
+7% +$235K 0.38% 46
2025
Q4 		$3.66M Buy
19,629
+6,875
+54% +$1.28M 0.68% 33
2025
Q3 		$2.38M Buy
12,754
+4,306
+51% +$751K 0.63% 33
2025
Q2 		$1.33M Buy
8,448
+1,734
+26% +$218K 0.51% 33
2025
Q1 		$728K Sell
6,714
-1
-0% -$127 0.35% 37
2024
Q4 		$902K Buy
6,715
+192
+3% +$26.5K 0.42% 35
2024
Q3 		$792K Buy
+6,523
New +$771K 0.42% 32

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

Discipline Wealth Solutions's NVDA Position: Q2 2026 in Review

Discipline Wealth Solutions increased its NVIDIA (NVDA) stake by 2% in Q2 2026, buying an estimated $84.1K and bringing the position to 21,317 shares worth $4.27M. The position accounts for 0.37% of the portfolio, ranked #46.

Discipline Wealth Solutions first reported a position in NVDA in Q3 2024 and has held it in 8 quarters since. 5,950 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Discipline Wealth Solutions held 21,317 shares of NVIDIA worth $4.27M as of Q2 2026.
  • Discipline Wealth Solutions bought 409 NVIDIA shares in Q2 2026, an estimated $84.1K.
  • NVIDIA made up 0.37% of Discipline Wealth Solutions's portfolio in Q2 2026, its #46 holding.
  • Discipline Wealth Solutions first reported a position in NVIDIA in Q3 2024 and has held it in 8 quarters since.
  • 5,950 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

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