HWM
NVDA icon

HighMark Wealth Management’s NVIDIA NVDA Stock Holding History

HighMark 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 		$2.37M Sell
11,844
-931
-7% -$191K 0.79% 21
2026
Q1 		$2.23M Buy
12,775
+1,157
+10% +$212K 0.91% 16
2025
Q4 		$2.17M Sell
11,618
-116
-1% -$21.6K 0.88% 17
2025
Q3 		$2.19M Sell
11,734
-1,352
-10% -$236K 0.96% 17
2025
Q2 		$2.07M Sell
13,086
-124
-0.9% -$15.6K 1.01% 15
2025
Q1 		$1.43M Sell
13,210
-4,078
-24% -$517K 0.85% 16
2024
Q4 		$2.32M Buy
17,288
+45
+0.3% +$6.2K 1.33% 13
2024
Q3 		$2.09M Buy
17,243
+6,467
+60% +$764K 1.15% 12
2024
Q2 		$1.33M Buy
10,776
+766
+8% +$77.4K 0.8% 15
2024
Q1 		$923K Buy
10,010
+430
+4% +$31.2K 0.57% 20
2023
Q4 		$475K Sell
9,580
-250
-3% -$11.6K 0.35% 32
2023
Q3 		$428K Buy
9,830
+30
+0.3% +$1.34K 0.35% 28
2023
Q2 		$414K Sell
9,800
-6,590
-40% -$219K 0.31% 34
2023
Q1 		$455K Buy
16,390
+5,910
+56% +$128K 0.36% 32
2022
Q4 		$153K Sell
10,480
-10
-0.1% -$147 0.12% 60
2022
Q3 		$127K Buy
10,490
+2,650
+34% +$41.9K 0.11% 61
2022
Q2 		$119K Buy
7,840
+250
+3% +$4.72K 0.1% 63
2022
Q1 		$207K Buy
7,590
+20
+0.3% +$502 0.14% 55
2021
Q4 		$223K Buy
7,570
+90
+1% +$2.48K 0.14% 53
2021
Q3 		$155K Buy
7,480
+1,480
+25% +$30.7K 0.11% 57
2021
Q2 		$120K Sell
6,000
-40
-0.7% -$641 0.09% 68
2021
Q1 		$80K Sell
6,040
-240
-4% -$3.23K 0.06% 82
2020
Q4 		$82K Buy
6,280
+800
+15% +$10.7K 0.07% 74
2020
Q3 		$74K Buy
5,480
+120
+2% +$1.4K 0.07% 83
2020
Q2 		$51K Sell
5,360
-80
-1% -$647 0.06% 80
2020
Q1 		$35K Sell
5,440
-2,440
-31% -$15.4K 0.04% 83
2019
Q4 		$46K Buy
+7,880
New +$41K 0.05% 84

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

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

HighMark Wealth Management reduced its NVIDIA (NVDA) stake by 7.3% in Q2 2026, selling an estimated $191K and leaving 11,844 shares worth $2.37M. The position accounts for 0.79% of the portfolio, ranked #21.

HighMark Wealth Management first reported a position in NVDA in Q4 2019 and has held it in 27 quarters since. 5,962 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • HighMark Wealth Management held 11,844 shares of NVIDIA worth $2.37M as of Q2 2026.
  • HighMark Wealth Management sold 931 NVIDIA shares in Q2 2026, an estimated $191K.
  • NVIDIA made up 0.79% of HighMark Wealth Management's portfolio in Q2 2026, its #21 holding.
  • HighMark Wealth Management first reported a position in NVIDIA in Q4 2019 and has held it in 27 quarters since.
  • 5,962 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on HighMark Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.