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Great Waters Wealth Management’s NVIDIA NVDA Stock Holding History

Great Waters 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 		$6.87M Sell
34,335
-67
-0.2% -$13.8K 0.64% 15
2026
Q1 		$6M Sell
34,402
-1,077
-3% -$198K 0.64% 14
2025
Q4 		$6.62M Sell
35,479
-1,743
-5% -$324K 0.73% 14
2025
Q3 		$6.94M Buy
37,222
+51
+0.1% +$8.89K 0.82% 14
2025
Q2 		$5.87M Sell
37,171
-1,221
-3% -$154K 0.76% 14
2025
Q1 		$4.16M Sell
38,392
-2,108
-5% -$267K 0.58% 15
2024
Q4 		$5.44M Sell
40,500
-13,724
-25% -$1.89M 0.7% 15
2024
Q3 		$6.58M Buy
54,224
+337
+0.6% +$39.8K 0.89% 15
2024
Q2 		$6.66M Buy
53,887
+1,127
+2% +$114K 1.02% 15
2024
Q1 		$4.77M Buy
52,760
+1,340
+3% +$97.1K 0.78% 15
2023
Q4 		$2.45M Sell
51,420
-150
-0.3% -$6.95K 0.43% 20
2023
Q3 		$2.36M Hold
51,570
– – 0.47% 22
2023
Q2 		$2.18M Buy
51,570
+13,510
+35% +$449K 0.43% 23
2023
Q1 		$1.03M Hold
38,060
– – 0.22% 41
2022
Q4 		$735K Buy
+38,060
New +$558K 0.16% 47

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

Great Waters Wealth Management's NVDA Position: Q2 2026 in Review

Great Waters Wealth Management reduced its NVIDIA (NVDA) stake by 0.19% in Q2 2026, selling an estimated $13.8K and leaving 34,335 shares worth $6.87M. The position accounts for 0.64% of the portfolio, ranked #15.

Great Waters Wealth Management first reported a position in NVDA in Q4 2022 and has held it in 15 quarters since. The position peaked at $6.94M in Q3 2025. 5,955 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Great Waters Wealth Management held 34,335 shares of NVIDIA worth $6.87M as of Q2 2026.
  • Great Waters Wealth Management sold 67 NVIDIA shares in Q2 2026, an estimated $13.8K.
  • NVIDIA made up 0.64% of Great Waters Wealth Management's portfolio in Q2 2026, its #15 holding.
  • Great Waters Wealth Management first reported a position in NVIDIA in Q4 2022 and has held it in 15 quarters since.
  • Great Waters Wealth Management's NVIDIA position peaked at $6.94M in Q3 2025.
  • 5,955 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Great Waters Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.