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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 		– Sell
-800,000
Closed -$1.67M – 1325
2026
Q1 		$1.67M Buy
+800,000
New +$147M 0.03% 429

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 $3.38T AUM 44.17% 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

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. 5,991 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.
  • 5,991 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.