FWM
NVDA icon

Finer Wealth Management’s NVIDIA NVDA Stock Holding History

Finer 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 		$16.3M Sell
81,613
-1,157
-1% -$238K 7.3% 2
2026
Q1 		$14.4M Sell
82,770
-1,076
-1% -$197K 7.24% 2
2025
Q4 		$15.6M Sell
83,846
-1,636
-2% -$305K 7.57% 3
2025
Q3 		$15.9M Sell
85,482
-292
-0.3% -$50.9K 7.95% 2
2025
Q2 		$13.6M Buy
85,774
+586
+0.7% +$73.7K 7.24% 3
2025
Q1 		$9.23M Buy
85,188
+4,946
+6% +$627K 5.53% 4
2024
Q4 		$10.8M Sell
80,242
-968
-1% -$133K 6.18% 4
2024
Q3 		$9.86M Buy
81,210
+1,760
+2% +$208K 6.09% 4
2024
Q2 		$9.82M Buy
79,450
+4,660
+6% +$471K 6.33% 4
2024
Q1 		$6.76M Buy
74,790
+5,710
+8% +$414K 4.44% 5
2023
Q4 		$3.42M Sell
69,080
-5,800
-8% -$269K 2.55% 10
2023
Q3 		$3.26M Buy
74,880
+1,410
+2% +$63.2K 2.6% 9
2023
Q2 		$3.11M Buy
73,470
+2,570
+4% +$85.3K 2.43% 10
2023
Q1 		$1.97M Buy
70,900
+7,130
+11% +$154K 1.66% 24
2022
Q4 		$932K Buy
63,770
+4,150
+7% +$60.9K 0.87% 32
2022
Q3 		$724K Buy
59,620
+1,180
+2% +$18.7K 0.71% 38
2022
Q2 		$886K Buy
58,440
+3,880
+7% +$73.2K 0.81% 36
2022
Q1 		$1.49M Buy
54,560
+10,660
+24% +$267K 1.22% 27
2021
Q4 		$1.29M Buy
+43,900
New +$1.21M 1.07% 30

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

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

Finer Wealth Management reduced its NVIDIA (NVDA) stake by 1.4% in Q2 2026, selling an estimated $238K and leaving 81,613 shares worth $16.3M. The position accounts for 7.3% of the portfolio, ranked #2.

Finer Wealth Management first reported a position in NVDA in Q4 2021 and has held it in 19 quarters since. 5,973 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Finer Wealth Management held 81,613 shares of NVIDIA worth $16.3M as of Q2 2026.
  • Finer Wealth Management sold 1,157 NVIDIA shares in Q2 2026, an estimated $238K.
  • NVIDIA made up 7.3% of Finer Wealth Management's portfolio in Q2 2026, its #2 holding.
  • Finer Wealth Management first reported a position in NVIDIA in Q4 2021 and has held it in 19 quarters since.
  • 5,973 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Finer Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.