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 		$3.19M Sell
18,400
-5,800
-24% -$1.06M 0.02% 328
2025
Q4 		$4.51M Buy
24,200
+6,000
+33% +$1.12M 0.03% 266
2025
Q3 		$3.4M Sell
18,200
-6,000
-25% -$1.05M 0.02% 313
2025
Q2 		$3.82M Sell
24,200
-3,800
-14% -$478K 0.03% 261
2025
Q1 		$3.04M Hold
28,000
– – 0.03% 298
2024
Q4 		$3.78M Hold
28,000
– – 0.04% 194
2024
Q3 		$3.4M Hold
28,000
– – 0.04% 202
2024
Q2 		$3.46M Buy
+28,000
New +$2.83M 0.04% 186

Other funds holding NVDA

BlackRock
BlackRock New York $5.72T 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 $1.56T 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