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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
Q2 		$3.41M Sell
17,100
-1,300
-7% -$267K 0.02% 353
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 $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

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

HB Wealth Management increased its NVIDIA (NVDA) stake by 3.2% in Q2 2026, buying an estimated $7.32M and bringing the position to 1,142,468 shares worth $229M. The position accounts for 1.28% of the portfolio, ranked #13.

HB Wealth Management first reported a position in NVDA in Q4 2021 and has held it in 19 quarters since. 5,955 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • HB Wealth Management held 1,142,468 shares of NVIDIA worth $229M as of Q2 2026.
  • HB Wealth Management bought 35,585 NVIDIA shares in Q2 2026, an estimated $7.32M.
  • NVIDIA made up 1.28% of HB Wealth Management's portfolio in Q2 2026, its #13 holding.
  • HB Wealth Management first reported a position in NVIDIA in Q4 2021 and has held it in 19 quarters since.
  • 5,955 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.