Family Management’s NVIDIA NVDA Stock Holding History

Family 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
2025 Q4	–	Sell	-9,900	Closed	-$1.85M	–	306
2025 Q3	$1.85M	Hold	9,900	–	–	0.25%	80
2025 Q2	$1.56M	Hold	9,900	–	–	0.23%	81
2025 Q1	$1.07M	Hold	9,900	–	–	0.18%	87
2024 Q4	$1.33M	Buy	+9,900	New	+$1.36M	0.21%	81

Other funds holding NVDA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Family Management's NVDA Position: Q2 2026 in Review

Family Management increased its NVIDIA (NVDA) stake by 13% in Q2 2026, buying an estimated $4.56M and bringing the position to 188,333 shares worth $37.7M. The position accounts for 3.87% of the portfolio, ranked #5.

Family Management first reported a position in NVDA in Q2 2018 and has held it in 27 quarters since. 5,992 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

Family Management held 188,333 shares of NVIDIA worth $37.7M as of Q2 2026.
Family Management bought 22,168 NVIDIA shares in Q2 2026, an estimated $4.56M.
NVIDIA made up 3.87% of Family Management's portfolio in Q2 2026, its #5 holding.
Family Management first reported a position in NVIDIA in Q2 2018 and has held it in 27 quarters since.
5,992 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Family Management's 13F filing for Q2 2026, filed 14 Aug 2026.