Edge Wealth Management’s NVIDIA NVDA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.36M Sell
11,800
-1,238
-9% -$255K 0.4% 31
2026
Q1
$2.27M Buy
13,038
+3,600
+38% +$660K 0.39% 31
2025
Q4
$1.76M Sell
9,438
-770
-8% -$143K 0.31% 31
2025
Q3
$1.9M Buy
10,208
+10
+0.1% +$1.74K 0.34% 32
2025
Q2
$1.61M Buy
10,198
+60
+0.6% +$7.55K 0.31% 32
2025
Q1
$1.1M Buy
10,138
+2,282
+29% +$289K 0.22% 32
2024
Q4
$1.06M Sell
7,856
-94
-1% -$13K 0.21% 35
2024
Q3
$965K Sell
7,950
-682
-8% -$80.6K 0.19% 35
2024
Q2
$1.07M Sell
8,632
-3,938
-31% -$398K 0.22% 33
2024
Q1
$1.14M Sell
12,570
-2,100
-14% -$152K 0.24% 34
2023
Q4
$727K Buy
14,670
+130
+0.9% +$6.03K 0.16% 41
2023
Q3
$633K Sell
14,540
-7,250
-33% -$325K 0.15% 46
2023
Q2
$922K Sell
21,790
-10,470
-32% -$348K 0.2% 42
2023
Q1
$895K Sell
32,260
-3,040
-9% -$65.8K 0.21% 44
2022
Q4
$509K Sell
35,300
-2,000
-5% -$29.3K 0.12% 52
2022
Q3
$460K Buy
37,300
+11,100
+42% +$175K 0.1% 53
2022
Q2
$397K Buy
+26,200
New +$494K 0.09% 56
2022
Q1
Sell
-5,200
Closed -$153K 336
2021
Q4
$153K Buy
5,200
+2,000
+63% +$55K 0.03% 101
2021
Q3
$66K Buy
3,200
+1,120
+54% +$23.3K 0.01% 166
2021
Q2
$42K Hold
2,080
0.01% 200
2021
Q1
$28K Buy
2,080
+640
+44% +$8.6K 0.01% 234
2020
Q4
$19K Sell
1,440
-2,480
-63% -$33.2K ﹤0.01% 246
2020
Q3
$53K Sell
3,920
-6,120
-61% -$71.2K 0.01% 198
2020
Q2
$95K Sell
10,040
-130,040
-93% -$1.05M 0.02% 206
2020
Q1
$928K Buy
140,080
+135,360
+2,868% +$854K 0.2% 66
2019
Q4
$28K Buy
4,720
+1,200
+34% +$6.24K 0.01% 302
2019
Q3
$15K Hold
3,520
﹤0.01% 360
2019
Q2
$14K Hold
3,520
﹤0.01% 380
2019
Q1
$16K Sell
3,520
-27,560
-89% -$107K ﹤0.01% 355
2018
Q4
$104K Buy
31,080
+26,040
+517% +$125K 0.03% 180
2018
Q3
$35K Sell
5,040
-2,640
-34% -$17.2K 0.01% 297
2018
Q2
$45K Hold
7,680
0.01% 252
2018
Q1
$44K Sell
7,680
-80
-1% -$470 0.01% 236
2017
Q4
$37K Hold
7,760
0.01% 249
2017
Q3
$35K Hold
7,760
0.01% 252
2017
Q2
$28K Buy
7,760
+3,000
+63% +$9.53K 0.01% 265
2017
Q1
$13K Buy
+4,760
New +$12.7K ﹤0.01% 329

Other funds holding NVDA

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

Edge Wealth Management reduced its NVIDIA (NVDA) stake by 9.5% in Q2 2026, selling an estimated $255K and leaving 11,800 shares worth $2.36M. The position accounts for 0.4% of the portfolio, ranked #31.

Edge Wealth Management first reported a position in NVDA in Q1 2017 and has held it in 37 quarters since. 1,080 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Edge Wealth Management held 11,800 shares of NVIDIA worth $2.36M as of Q2 2026.
  • Edge Wealth Management sold 1,238 NVIDIA shares in Q2 2026, an estimated $255K.
  • NVIDIA made up 0.4% of Edge Wealth Management's portfolio in Q2 2026, its #31 holding.
  • Edge Wealth Management first reported a position in NVIDIA in Q1 2017 and has held it in 37 quarters since.
  • 1,080 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Edge Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.