DWM
NVDA icon

Dogwood Wealth Management’s NVIDIA NVDA Stock Holding History

Dogwood 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 		$3.15M Buy
15,748
+213
+1% +$43.8K 1.24% 18
2026
Q1 		$2.71M Sell
15,535
-334
-2% -$61.3K 1.18% 19
2025
Q4 		$2.96M Buy
15,869
+857
+6% +$160K 1.3% 18
2025
Q3 		$2.8M Sell
15,012
-3,833
-20% -$668K 1.27% 20
2025
Q2 		$3.02M Buy
18,845
+3,446
+22% +$434K 1.47% 18
2025
Q1 		$1.67M Buy
15,399
+1,317
+9% +$167K 0.88% 29
2024
Q4 		$1.89M Buy
14,082
+1,501
+12% +$207K 1% 28
2024
Q3 		$1.53M Buy
12,581
+96
+0.8% +$11.3K 0.88% 31
2024
Q2 		$1.54M Buy
12,485
+855
+7% +$86.4K 0.95% 28
2024
Q1 		$1.05M Sell
11,630
-2,030
-15% -$147K 0.71% 32
2023
Q4 		$677K Buy
+13,660
New +$633K 0.53% 35

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

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

Dogwood Wealth Management increased its NVIDIA (NVDA) stake by 1.4% in Q2 2026, buying an estimated $43.8K and bringing the position to 15,748 shares worth $3.15M. The position accounts for 1.24% of the portfolio, ranked #18.

Dogwood Wealth Management first reported a position in NVDA in Q4 2023 and has held it in 11 quarters since. 5,943 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Dogwood Wealth Management held 15,748 shares of NVIDIA worth $3.15M as of Q2 2026.
  • Dogwood Wealth Management bought 213 NVIDIA shares in Q2 2026, an estimated $43.8K.
  • NVIDIA made up 1.24% of Dogwood Wealth Management's portfolio in Q2 2026, its #18 holding.
  • Dogwood Wealth Management first reported a position in NVIDIA in Q4 2023 and has held it in 11 quarters since.
  • 5,943 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.