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HBE Wealth Management’s NVIDIA NVDA Stock Holding History

HBE 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 		$959K Buy
4,793
+265
+6% +$54.5K 0.69% 23
2026
Q1 		$790K Buy
4,528
+526
+13% +$96.5K 0.69% 25
2025
Q4 		$746K Buy
+4,002
New +$745K 0.7% 24

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

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

HBE Wealth Management increased its NVIDIA (NVDA) stake by 5.9% in Q2 2026, buying an estimated $54.5K and bringing the position to 4,793 shares worth $959K. The position accounts for 0.69% of the portfolio, ranked #23.

HBE Wealth Management first reported a position in NVDA in Q4 2025 and has held it in 3 quarters since. 5,922 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • HBE Wealth Management held 4,793 shares of NVIDIA worth $959K as of Q2 2026.
  • HBE Wealth Management bought 265 NVIDIA shares in Q2 2026, an estimated $54.5K.
  • NVIDIA made up 0.69% of HBE Wealth Management's portfolio in Q2 2026, its #23 holding.
  • HBE Wealth Management first reported a position in NVIDIA in Q4 2025 and has held it in 3 quarters since.
  • 5,922 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

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