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DWM Financial Group’s NVIDIA NVDA Stock Holding History

DWM Financial Group’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 		$768K Buy
+4,121
New +$847K 0.68% 18

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

DWM Financial Group's NVDA Position: Q2 2026 in Review

DWM Financial Group opened a new position in NVIDIA (NVDA) in Q2 2026: 4,121 shares worth $768K. The stake represents 0.68% of the portfolio and ranks #18 among its holdings.

5,933 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • DWM Financial Group held 4,121 shares of NVIDIA worth $768K as of Q2 2026.
  • NVIDIA was a new DWM Financial Group position in Q2 2026.
  • NVIDIA made up 0.68% of DWM Financial Group's portfolio in Q2 2026, its #18 holding.
  • 5,933 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on DWM Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.