Diversify Wealth Management’s NVIDIA NVDA Stock Holding History

Diversify 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	$242M	Sell	1,231,450 -70,151	-5%	-$14.4M	4.04%	1
2026 Q1	$272M	Buy	1,301,601 +1,068,020	+457%	+$196M	4.86%	1
2025 Q4	$43.4M	Buy	233,581 +236	+0.1%	+$43.9K	2.02%	5
2025 Q3	$48.3M	Sell	233,345 -6,270	-3%	-$1.09M	2.79%	5
2025 Q2	$43.9M	Buy	239,615 +17,214	+8%	+$2.17M	2.71%	5
2025 Q1	$24.2M	Buy	222,401 +1,439	+0.7%	+$182K	1.8%	6
2024 Q4	$30M	Buy	220,962 +77,699	+54%	+$10.7M	2.34%	5
2024 Q3	$20M	Buy	143,263 +58,480	+69%	+$6.91M	1.93%	5
2024 Q2	$8.52M	Buy	+84,783	New	+$8.57M	1.06%	16

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

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

Diversify Wealth Management reduced its NVIDIA (NVDA) stake by 5.4% in Q2 2026, selling an estimated $14.4M and leaving 1,231,450 shares worth $242M. The position accounts for 4.04% of the portfolio, ranked #1.

Diversify Wealth Management first reported a position in NVDA in Q2 2024 and has held it in 9 quarters since. The position peaked at $272M in Q1 2026. 5,932 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

Diversify Wealth Management held 1,231,450 shares of NVIDIA worth $242M as of Q2 2026.
Diversify Wealth Management sold 70,151 NVIDIA shares in Q2 2026, an estimated $14.4M.
NVIDIA made up 4.04% of Diversify Wealth Management's portfolio in Q2 2026, its #1 holding.
Diversify Wealth Management first reported a position in NVIDIA in Q2 2024 and has held it in 9 quarters since.
Diversify Wealth Management's NVIDIA position peaked at $272M in Q1 2026.
5,932 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.