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GeoWealth Management’s NVIDIA NVDA Stock Holding History

GeoWealth 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 		$30.8M Sell
154,112
-5,154
-3% -$1.06M 0.97% 20
2026
Q1 		$27.8M Buy
159,266
+13,941
+10% +$2.56M 1% 19
2025
Q4 		$27.1M Sell
145,325
-11,023
-7% -$2.05M 1% 18
2025
Q3 		$29.2M Buy
156,348
+3,926
+3% +$684K 1.06% 17
2025
Q2 		$24.1M Buy
152,422
+11,780
+8% +$1.48M 0.94% 20
2025
Q1 		$15.2M Sell
140,642
-54,693
-28% -$6.93M 0.61% 29
2024
Q4 		$26.2M Buy
195,335
+1,400
+0.7% +$193K 0.86% 20
2024
Q3 		$23.6M Sell
193,935
-12,735
-6% -$1.5M 0.83% 22
2024
Q2 		$25.5M Buy
206,670
+5,040
+2% +$510K 1.11% 18
2024
Q1 		$18.2M Buy
201,630
+82,120
+69% +$5.95M 0.7% 30
2023
Q4 		$5.92M Buy
119,510
+97,770
+450% +$4.53M 0.49% 54
2023
Q3 		$947K Buy
21,740
+19,130
+733% +$857K 0.11% 149
2023
Q2 		$111K Buy
2,610
+1,780
+214% +$59.1K 0.01% 281
2023
Q1 		$23K Sell
830
-21,640
-96% -$468K ﹤0.01% 311
2022
Q4 		$329K Sell
22,470
-23,350
-51% -$342K 0.03% 180
2022
Q3 		$556K Buy
45,820
+3,750
+9% +$59.3K 0.06% 153
2022
Q2 		$638K Sell
42,070
-210
-0.5% -$3.96K 0.09% 135
2022
Q1 		$1.16M Sell
42,280
-17,680
-29% -$443K 0.1% 134
2021
Q4 		$1.76M Sell
59,960
-43,580
-42% -$1.2M 0.14% 108
2021
Q3 		$2.15M Buy
+103,540
New +$2.15M 0.18% 107

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

GeoWealth Management's NVDA Position: Q2 2026 in Review

GeoWealth Management reduced its NVIDIA (NVDA) stake by 3.2% in Q2 2026, selling an estimated $1.06M and leaving 154,112 shares worth $30.8M. The position accounts for 0.97% of the portfolio, ranked #20.

GeoWealth Management first reported a position in NVDA in Q3 2021 and has held it in 20 quarters since. 5,961 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • GeoWealth Management held 154,112 shares of NVIDIA worth $30.8M as of Q2 2026.
  • GeoWealth Management sold 5,154 NVIDIA shares in Q2 2026, an estimated $1.06M.
  • NVIDIA made up 0.97% of GeoWealth Management's portfolio in Q2 2026, its #20 holding.
  • GeoWealth Management first reported a position in NVIDIA in Q3 2021 and has held it in 20 quarters since.
  • 5,961 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.