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EPG Wealth Management’s NVIDIA NVDA Stock Holding History

EPG 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 		$17.4M Sell
87,024
-802
-0.9% -$165K 4.17% 2
2026
Q1 		$15.3M Sell
87,826
-2,696
-3% -$495K 4.15% 2
2025
Q4 		$16.9M Buy
90,522
+357
+0.4% +$66.5K 4.54% 2
2025
Q3 		$16.8M Sell
90,165
-5,818
-6% -$1.01M 4.63% 2
2025
Q2 		$15.2M Buy
95,983
+5,058
+6% +$637K 4.55% 2
2025
Q1 		$9.85M Sell
90,925
-11,908
-12% -$1.51M 2.74% 4
2024
Q4 		$13.8M Sell
102,833
-5,263
-5% -$725K 3.64% 3
2024
Q3 		$13.1M Buy
+108,096
New +$12.8M 3.31% 3
2024
Q2 		– Sell
-139,720
Closed -$14.1M – 4
2024
Q1 		$12.6M Buy
139,720
+1,840
+1% +$133K 3.09% 4
2023
Q4 		$9.94M Sell
137,880
-2,670
-2% -$124K 2.62% 6
2023
Q3 		$6.11M Buy
140,550
+7,260
+5% +$325K 1.84% 9
2023
Q2 		$5.64M Sell
133,290
-1,690
-1% -$56.1K 1.67% 11
2023
Q1 		$3.75M Buy
134,980
+51,320
+61% +$1.11M 1.18% 15
2022
Q4 		$1.22M Sell
83,660
-500
-0.6% -$7.33K 0.47% 50
2022
Q3 		$1.02M Buy
84,160
+6,890
+9% +$109K 0.42% 55
2022
Q2 		$1.17M Sell
77,270
-2,490
-3% -$47K 0.5% 48
2022
Q1 		$2.18M Buy
79,760
+7,300
+10% +$183K 0.75% 27
2021
Q4 		$2.13M Buy
72,460
+20
+0% +$550 0.75% 27
2021
Q3 		$1.5M Buy
72,440
+920
+1% +$19.1K 0.6% 34
2021
Q2 		$1.43M Sell
71,520
-840
-1% -$13.5K 0.61% 38
2021
Q1 		$966K Buy
72,360
+5,480
+8% +$73.7K 0.47% 46
2020
Q4 		$873K Buy
66,880
+16,800
+34% +$225K 0.52% 43
2020
Q3 		$678K Sell
50,080
-9,880
-16% -$115K 0.5% 45
2020
Q2 		$570K Buy
59,960
+7,000
+13% +$56.6K 0.4% 60
2020
Q1 		$349K Sell
52,960
-7,880
-13% -$49.7K 0.26% 78
2019
Q4 		$358K Buy
+60,840
New +$316K 0.26% 66

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

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

EPG Wealth Management reduced its NVIDIA (NVDA) stake by 0.91% in Q2 2026, selling an estimated $165K and leaving 87,024 shares worth $17.4M. The position accounts for 4.17% of the portfolio, ranked #2.

EPG Wealth Management first reported a position in NVDA in Q4 2019 and has held it in 26 quarters since. 5,962 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • EPG Wealth Management held 87,024 shares of NVIDIA worth $17.4M as of Q2 2026.
  • EPG Wealth Management sold 802 NVIDIA shares in Q2 2026, an estimated $165K.
  • NVIDIA made up 4.17% of EPG Wealth Management's portfolio in Q2 2026, its #2 holding.
  • EPG Wealth Management first reported a position in NVIDIA in Q4 2019 and has held it in 26 quarters since.
  • 5,962 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on EPG Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.