Dynasty Wealth Management’s NVIDIA NVDA Stock Holding History

Dynasty 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	$29M	Sell	144,955 -18,631	-11%	-$3.83M	0.22%	51
2026 Q1	$28.5M	Buy	163,586 +7,596	+5%	+$1.39M	0.25%	52
2025 Q4	$29.1M	Buy	155,990 +8,072	+5%	+$1.5M	0.29%	51
2025 Q3	$27.6M	Buy	+147,918	New	+$25.8M	0.37%	42
2025 Q2	–	Sell	-2,272	Closed	-$246K	–	246
2025 Q1	$246K	Sell	2,272 -297	-12%	-$37.6K	﹤0.01%	239
2024 Q4	$345K	Buy	+2,569	New	+$354K	0.01%	222
2018 Q4	–	Sell	-56,160	Closed	-$395K	–	73
2018 Q3	$395K	Buy	+56,160	New	+$365K	0.51%	49

Other funds holding NVDA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Dynasty Wealth Management reduced its NVIDIA (NVDA) stake by 11% in Q2 2026, selling an estimated $3.83M and leaving 144,955 shares worth $29M. The position accounts for 0.22% of the portfolio, ranked #51.

Dynasty Wealth Management first reported a position in NVDA in Q3 2018 and has held it in 7 quarters since. The position peaked at $29.1M in Q4 2025. 5,962 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

Dynasty Wealth Management held 144,955 shares of NVIDIA worth $29M as of Q2 2026.
Dynasty Wealth Management sold 18,631 NVIDIA shares in Q2 2026, an estimated $3.83M.
NVIDIA made up 0.22% of Dynasty Wealth Management's portfolio in Q2 2026, its #51 holding.
Dynasty Wealth Management first reported a position in NVIDIA in Q3 2018 and has held it in 7 quarters since.
Dynasty Wealth Management's NVIDIA position peaked at $29.1M in Q4 2025.
5,962 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Dynasty Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.