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Fiscal Wisdom Wealth Management’s NVIDIA NVDA Stock Holding History

Fiscal Wisdom 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 		$442K Sell
2,211
-229
-9% -$47.1K 0.38% 48
2026
Q1 		$426K Buy
2,440
+247
+11% +$45.3K 0.41% 47
2025
Q4 		$409K Buy
2,193
+32
+1% +$5.96K 0.39% 42
2025
Q3 		$390K Buy
+2,161
New +$377K 0.37% 37

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

Fiscal Wisdom Wealth Management's NVDA Position: Q2 2026 in Review

Fiscal Wisdom Wealth Management reduced its NVIDIA (NVDA) stake by 9.4% in Q2 2026, selling an estimated $47.1K and leaving 2,211 shares worth $442K. The position accounts for 0.38% of the portfolio, ranked #48.

Fiscal Wisdom Wealth Management first reported a position in NVDA in Q3 2025 and has held it in 4 quarters since. 5,949 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Fiscal Wisdom Wealth Management held 2,211 shares of NVIDIA worth $442K as of Q2 2026.
  • Fiscal Wisdom Wealth Management sold 229 NVIDIA shares in Q2 2026, an estimated $47.1K.
  • NVIDIA made up 0.38% of Fiscal Wisdom Wealth Management's portfolio in Q2 2026, its #48 holding.
  • Fiscal Wisdom Wealth Management first reported a position in NVIDIA in Q3 2025 and has held it in 4 quarters since.
  • 5,949 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Fiscal Wisdom Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.