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Forum Private Client Group’s NVIDIA NVDA Stock Holding History

Forum Private Client Group’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 		$504K Sell
2,521
-145
-5% -$29.8K 0.15% 52
2026
Q1 		$465K Buy
2,666
+1,105
+71% +$203K 0.15% 50
2025
Q4 		$291K Buy
1,561
+87
+6% +$16.2K 0.1% 66
2025
Q3 		$275K Sell
1,474
-85
-5% -$14.8K 0.1% 69
2025
Q2 		$246K Buy
+1,559
New +$196K 0.1% 71
2025
Q1 		– Sell
-1,608
Closed -$216K – 77
2024
Q4 		$216K Buy
+1,608
New +$222K 0.1% 74

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

Forum Private Client Group's NVDA Position: Q2 2026 in Review

Forum Private Client Group reduced its NVIDIA (NVDA) stake by 5.4% in Q2 2026, selling an estimated $29.8K and leaving 2,521 shares worth $504K. The position accounts for 0.15% of the portfolio, ranked #52.

Forum Private Client Group first reported a position in NVDA in Q4 2024 and has held it in 6 quarters since. 5,932 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Forum Private Client Group held 2,521 shares of NVIDIA worth $504K as of Q2 2026.
  • Forum Private Client Group sold 145 NVIDIA shares in Q2 2026, an estimated $29.8K.
  • NVIDIA made up 0.15% of Forum Private Client Group's portfolio in Q2 2026, its #52 holding.
  • Forum Private Client Group first reported a position in NVIDIA in Q4 2024 and has held it in 6 quarters since.
  • 5,932 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Forum Private Client Group's 13F filing for Q2 2026, filed 12 Aug 2026.