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Endowment Wealth Management’s NVIDIA NVDA Stock Holding History

Endowment 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 		$7.79M Sell
38,920
-9,266
-19% -$1.91M 3.01% 8
2026
Q1 		$8.4M Buy
48,186
+204
+0.4% +$37.4K 3.72% 5
2025
Q4 		$8.95M Sell
47,982
-203
-0.4% -$37.8K 4.11% 4
2025
Q3 		$8.99M Buy
48,185
+46,601
+2,942% +$8.12M 4.08% 4
2025
Q2 		$250K Buy
+1,584
New +$199K 0.13% 124

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

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

Endowment Wealth Management reduced its NVIDIA (NVDA) stake by 19% in Q2 2026, selling an estimated $1.91M and leaving 38,920 shares worth $7.79M. The position accounts for 3.01% of the portfolio, ranked #8.

Endowment Wealth Management first reported a position in NVDA in Q2 2025 and has held it in 5 quarters since. The position peaked at $8.99M in Q3 2025. 5,943 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Endowment Wealth Management held 38,920 shares of NVIDIA worth $7.79M as of Q2 2026.
  • Endowment Wealth Management sold 9,266 NVIDIA shares in Q2 2026, an estimated $1.91M.
  • NVIDIA made up 3.01% of Endowment Wealth Management's portfolio in Q2 2026, its #8 holding.
  • Endowment Wealth Management first reported a position in NVIDIA in Q2 2025 and has held it in 5 quarters since.
  • Endowment Wealth Management's NVIDIA position peaked at $8.99M in Q3 2025.
  • 5,943 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Endowment Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.