EWM
NVDA icon

Evermay Wealth Management’s NVIDIA NVDA Stock Holding History

Evermay 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 		$4.3M Buy
21,493
+319
+2% +$65.6K 0.44% 26
2026
Q1 		$3.69M Sell
21,174
-100
-0.5% -$18.3K 0.41% 28
2025
Q4 		$3.97M Buy
21,274
+218
+1% +$40.6K 0.45% 27
2025
Q3 		$3.93M Sell
21,056
-41
-0.2% -$7.15K 0.45% 26
2025
Q2 		$3.33M Buy
21,097
+318
+2% +$40K 0.41% 28
2025
Q1 		$2.25M Buy
20,779
+10
+0% +$1.27K 0.3% 39
2024
Q4 		$2.79M Buy
20,769
+139
+0.7% +$19.2K 0.42% 35
2024
Q3 		$2.51M Buy
20,630
+466
+2% +$55K 0.4% 38
2024
Q2 		$2.49M Buy
20,164
+144
+0.7% +$14.6K 0.4% 36
2024
Q1 		$1.81M Sell
20,020
-1,700
-8% -$123K 0.27% 48
2023
Q4 		$1.08M Buy
21,720
+9,170
+73% +$425K 0.2% 59
2023
Q3 		$546K Sell
12,550
-350
-3% -$15.7K 0.11% 95
2023
Q2 		$546K Buy
12,900
+4,390
+52% +$146K 0.11% 97
2023
Q1 		$236K Sell
8,510
-470
-5% -$10.2K 0.05% 158
2022
Q4 		$131K Buy
8,980
+1,830
+26% +$26.8K 0.03% 205
2022
Q3 		$87K Buy
7,150
+1,770
+33% +$28K 0.02% 229
2022
Q2 		$82K Buy
5,380
+790
+17% +$14.9K 0.02% 233
2022
Q1 		$125K Sell
4,590
-400
-8% -$10K 0.02% 229
2021
Q4 		$147K Buy
4,990
+800
+19% +$22K 0.03% 194
2021
Q3 		$87K Sell
4,190
-1,410
-25% -$29.3K 0.02% 227
2021
Q2 		$112K Buy
+5,600
New +$89.8K 0.02% 215

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

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

Evermay Wealth Management increased its NVIDIA (NVDA) stake by 1.5% in Q2 2026, buying an estimated $65.6K and bringing the position to 21,493 shares worth $4.3M. The position accounts for 0.44% of the portfolio, ranked #26.

Evermay Wealth Management first reported a position in NVDA in Q2 2021 and has held it in 21 quarters since. 5,943 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Evermay Wealth Management held 21,493 shares of NVIDIA worth $4.3M as of Q2 2026.
  • Evermay Wealth Management bought 319 NVIDIA shares in Q2 2026, an estimated $65.6K.
  • NVIDIA made up 0.44% of Evermay Wealth Management's portfolio in Q2 2026, its #26 holding.
  • Evermay Wealth Management first reported a position in NVIDIA in Q2 2021 and has held it in 21 quarters since.
  • 5,943 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.