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Global Wealth Management’s NVIDIA NVDA Stock Holding History

Global 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 		$309K Sell
1,544
-300
-16% -$61.7K 0.16% 34
2026
Q1 		$322K Sell
1,844
-300
-14% -$55K 0.18% 29
2025
Q4 		$400K Sell
2,144
-94
-4% -$17.5K 0.22% 26
2025
Q3 		$417K Hold
2,238
– – 0.22% 26
2025
Q2 		$367K Buy
2,238
+3
+0.1% +$378 0.2% 25
2025
Q1 		$242K Hold
2,235
– – 0.14% 26
2024
Q4 		$300K Buy
2,235
+94
+4% +$13K 0.19% 24
2024
Q3 		$260K Buy
+2,141
New +$253K 0.18% 23

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

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

Global Wealth Management reduced its NVIDIA (NVDA) stake by 16% in Q2 2026, selling an estimated $61.7K and leaving 1,544 shares worth $309K. The position accounts for 0.16% of the portfolio, ranked #34.

Global Wealth Management first reported a position in NVDA in Q3 2024 and has held it in 8 quarters since. The position peaked at $417K in Q3 2025. 5,932 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Global Wealth Management held 1,544 shares of NVIDIA worth $309K as of Q2 2026.
  • Global Wealth Management sold 300 NVIDIA shares in Q2 2026, an estimated $61.7K.
  • NVIDIA made up 0.16% of Global Wealth Management's portfolio in Q2 2026, its #34 holding.
  • Global Wealth Management first reported a position in NVIDIA in Q3 2024 and has held it in 8 quarters since.
  • Global Wealth Management's NVIDIA position peaked at $417K in Q3 2025.
  • 5,932 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Global Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.