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Dopkins Wealth Management’s NVIDIA NVDA Stock Holding History

Dopkins 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 		$685K Sell
3,424
-845
-20% -$174K 0.25% 52
2026
Q1 		$745K Buy
4,269
+3,045
+249% +$559K 0.3% 48
2025
Q4 		$228K Sell
1,224
-2,957
-71% -$550K 0.09% 77
2025
Q3 		$780K Buy
4,181
+9
+0.2% +$1.57K 0.33% 44
2025
Q2 		$659K Buy
4,172
+2
+0% +$252 0.3% 49
2025
Q1 		$452K Sell
4,170
-1,384
-25% -$175K 0.23% 54
2024
Q4 		$746K Buy
5,554
+2,554
+85% +$352K 0.38% 44
2024
Q3 		$364K Sell
3,000
-2,100
-41% -$248K 0.29% 36
2024
Q2 		$630K Buy
5,100
+700
+16% +$70.8K 0.38% 37
2024
Q1 		$398K Buy
+4,400
New +$319K 0.24% 50

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

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

Dopkins Wealth Management reduced its NVIDIA (NVDA) stake by 20% in Q2 2026, selling an estimated $174K and leaving 3,424 shares worth $685K. The position accounts for 0.25% of the portfolio, ranked #52.

Dopkins Wealth Management first reported a position in NVDA in Q1 2024 and has held it in 10 quarters since. The position peaked at $780K in Q3 2025. 5,955 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Dopkins Wealth Management held 3,424 shares of NVIDIA worth $685K as of Q2 2026.
  • Dopkins Wealth Management sold 845 NVIDIA shares in Q2 2026, an estimated $174K.
  • NVIDIA made up 0.25% of Dopkins Wealth Management's portfolio in Q2 2026, its #52 holding.
  • Dopkins Wealth Management first reported a position in NVIDIA in Q1 2024 and has held it in 10 quarters since.
  • Dopkins Wealth Management's NVIDIA position peaked at $780K in Q3 2025.
  • 5,955 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Dopkins Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.