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Dynamic Wealth Strategies’s NVIDIA NVDA Stock Holding History

Dynamic Wealth Strategies’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 		$730K Sell
3,648
-433
-11% -$89K 0.39% 34
2026
Q1 		$712K Sell
4,081
-537
-12% -$98.5K 0.41% 35
2025
Q4 		$861K Buy
4,618
+1,347
+41% +$251K 0.51% 34
2025
Q3 		$610K Buy
3,271
+264
+9% +$46K 0.41% 38
2025
Q2 		$475K Buy
3,007
+14
+0.5% +$1.76K 0.34% 36
2025
Q1 		$324K Buy
2,993
+298
+11% +$37.8K 0.27% 43
2024
Q4 		$362K Buy
2,695
+18
+0.7% +$2.48K 0.32% 38
2024
Q3 		$325K Buy
2,677
+312
+13% +$36.9K 0.27% 42
2024
Q2 		$292K Buy
2,365
+75
+3% +$7.58K 0.25% 46
2024
Q1 		$207K Buy
2,290
+70
+3% +$5.07K 0.18% 58
2023
Q4 		$110K Buy
+2,220
New +$103K 0.1% 87

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

Dynamic Wealth Strategies's NVDA Position: Q2 2026 in Review

Dynamic Wealth Strategies reduced its NVIDIA (NVDA) stake by 11% in Q2 2026, selling an estimated $89K and leaving 3,648 shares worth $730K. The position accounts for 0.39% of the portfolio, ranked #34.

Dynamic Wealth Strategies first reported a position in NVDA in Q4 2023 and has held it in 11 quarters since. The position peaked at $861K in Q4 2025. 5,933 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Dynamic Wealth Strategies held 3,648 shares of NVIDIA worth $730K as of Q2 2026.
  • Dynamic Wealth Strategies sold 433 NVIDIA shares in Q2 2026, an estimated $89K.
  • NVIDIA made up 0.39% of Dynamic Wealth Strategies's portfolio in Q2 2026, its #34 holding.
  • Dynamic Wealth Strategies first reported a position in NVIDIA in Q4 2023 and has held it in 11 quarters since.
  • Dynamic Wealth Strategies's NVIDIA position peaked at $861K in Q4 2025.
  • 5,933 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q2 2026, filed 23 Jul 2026.