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Focused Wealth Management’s NVIDIA NVDA Stock Holding History

Focused 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
2025
Q4 		– Sell
-1,000
Closed -$187K – 232
2025
Q3 		$187K Buy
+1,000
New +$174K 0.02% 186
2025
Q1 		– Sell
-1,000
Closed -$3.56K – 211
2024
Q4 		$3.56K Buy
+1,000
New +$138K ﹤0.01% 180
2024
Q1 		– Sell
-8,000
Closed -$1.39K – 696
2023
Q4 		$1.39K Buy
+8,000
New +$371K ﹤0.01% 817
2023
Q2 		– Sell
-60,000
Closed -$40.5K – 1103
2023
Q1 		$40.5K Buy
+60,000
New +$1.3M 0.01% 339

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

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

Focused Wealth Management increased its NVIDIA (NVDA) stake by 6% in Q2 2026, buying an estimated $1.07M and bringing the position to 92,033 shares worth $18.4M. The position accounts for 1.6% of the portfolio, ranked #10.

Focused Wealth Management first reported a position in NVDA in Q3 2013 and has held it in 52 quarters since. 5,955 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Focused Wealth Management held 92,033 shares of NVIDIA worth $18.4M as of Q2 2026.
  • Focused Wealth Management bought 5,199 NVIDIA shares in Q2 2026, an estimated $1.07M.
  • NVIDIA made up 1.6% of Focused Wealth Management's portfolio in Q2 2026, its #10 holding.
  • Focused Wealth Management first reported a position in NVIDIA in Q3 2013 and has held it in 52 quarters since.
  • 5,955 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Focused Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.