Echo Wealth Management
NVDA icon

Echo Wealth Management’s NVIDIA NVDA Stock Holding History

Echo 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
Q3 		$374K Sell
1,639
-90
-5% -$19.3K 0.18% 37
2026
Q2 		$346K Sell
1,729
-270
-14% -$55.5K 0.18% 37
2026
Q1 		$349K Sell
1,999
-22
-1% -$4.04K 0.2% 32
2025
Q4 		$377K Buy
2,021
+30
+2% +$5.58K 0.22% 35
2025
Q3 		$371K Sell
1,991
-138
-6% -$24.1K 0.22% 37
2025
Q2 		$336K Sell
2,129
-463
-18% -$58.3K 0.21% 38
2025
Q1 		$281K Buy
2,592
+575
+29% +$72.9K 0.19% 40
2024
Q4 		$271K Sell
2,017
-405
-17% -$55.8K 0.19% 39
2024
Q3 		$321K Buy
2,422
+341
+16% +$40.3K 0.22% 33
2024
Q2 		$257K Buy
+2,081
New +$210K 0.19% 40

Other funds holding NVDA

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Echo Wealth Management's NVDA Position: Q3 2026 in Review

Echo Wealth Management reduced its NVIDIA (NVDA) stake by 5.2% in Q3 2026, selling an estimated $19.3K and leaving 1,639 shares worth $374K. The position accounts for 0.18% of the portfolio, ranked #37.

Echo Wealth Management first reported a position in NVDA in Q2 2024 and has held it in 10 quarters since. The position peaked at $377K in Q4 2025. 4,679 funds tracked by Wall St. Rank hold NVDA as of Q3 2026.

  • Echo Wealth Management held 1,639 shares of NVIDIA worth $374K as of Q3 2026.
  • Echo Wealth Management sold 90 NVIDIA shares in Q3 2026, an estimated $19.3K.
  • NVIDIA made up 0.18% of Echo Wealth Management's portfolio in Q3 2026, its #37 holding.
  • Echo Wealth Management first reported a position in NVIDIA in Q2 2024 and has held it in 10 quarters since.
  • Echo Wealth Management's NVIDIA position peaked at $377K in Q4 2025.
  • 4,679 funds tracked by Wall St. Rank held NVIDIA as of Q3 2026.

Based on Echo Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.