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E-Wealth Partners’s NVIDIA NVDA Stock Holding History

E-Wealth Partners’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 		$2.12M Sell
10,607
-4,498
-30% -$925K 1.53% 15
2026
Q1 		$2.63M Buy
15,105
+1,924
+15% +$353K 2.13% 12
2025
Q4 		$2.46M Buy
+13,181
New +$2.45M 2.06% 12

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

E-Wealth Partners's NVDA Position: Q2 2026 in Review

E-Wealth Partners reduced its NVIDIA (NVDA) stake by 30% in Q2 2026, selling an estimated $925K and leaving 10,607 shares worth $2.12M. The position accounts for 1.53% of the portfolio, ranked #15.

E-Wealth Partners first reported a position in NVDA in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.63M in Q1 2026. 5,943 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • E-Wealth Partners held 10,607 shares of NVIDIA worth $2.12M as of Q2 2026.
  • E-Wealth Partners sold 4,498 NVIDIA shares in Q2 2026, an estimated $925K.
  • NVIDIA made up 1.53% of E-Wealth Partners's portfolio in Q2 2026, its #15 holding.
  • E-Wealth Partners first reported a position in NVIDIA in Q4 2025 and has held it in 3 quarters since.
  • E-Wealth Partners's NVIDIA position peaked at $2.63M in Q1 2026.
  • 5,943 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on E-Wealth Partners's 13F filing for Q2 2026, filed 17 Aug 2026.