HWM
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HB Wealth Management’s NVIDIA NVDA Stock Holding History

HB 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
Q1 		$193M Buy
1,106,883
+89,643
+9% +$16.4M 1.25% 14
2025
Q4 		$190M Buy
1,017,240
+66,775
+7% +$12.4M 1.23% 13
2025
Q3 		$177M Buy
950,465
+98,925
+12% +$17.2M 1.2% 13
2025
Q2 		$135M Sell
851,540
-94,325
-10% -$11.9M 1.08% 15
2025
Q1 		$103M Buy
945,865
+61,580
+7% +$7.8M 0.86% 21
2024
Q4 		$119M Buy
884,285
+43,505
+5% +$6M 1.22% 15
2024
Q3 		$102M Buy
840,780
+148,239
+21% +$17.5M 1.1% 16
2024
Q2 		$85.6M Buy
692,541
+201,481
+41% +$20.4M 1% 15
2024
Q1 		$44.4M Buy
491,060
+39,650
+9% +$2.87M 0.56% 21
2023
Q4 		$22.4M Buy
451,410
+41,320
+10% +$1.91M 0.32% 34
2023
Q3 		$17.8M Buy
410,090
+76,780
+23% +$3.44M 0.29% 39
2023
Q2 		$14.1M Buy
333,310
+7,410
+2% +$246K 0.23% 51
2023
Q1 		$9.05M Buy
325,900
+35,700
+12% +$773K 0.16% 70
2022
Q4 		$4.24M Buy
290,200
+88,560
+44% +$1.3M 0.08% 127
2022
Q3 		$2.45M Sell
201,640
-83,260
-29% -$1.32M 0.05% 158
2022
Q2 		$4.32M Sell
284,900
-128,010
-31% -$2.42M 0.09% 111
2022
Q1 		$11.3M Buy
412,910
+128,160
+45% +$3.21M 0.21% 46
2021
Q4 		$8.38M Buy
+284,750
New +$7.84M 0.17% 47

Other funds holding NVDA

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return