Horizon Family Wealth’s NVIDIA NVDA Stock Holding History

Horizon Family Wealth’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	$1.92M	Sell	9,597 -1,633	-15%	-$336K	0.88%	31
2026 Q1	$1.96M	Sell	11,230 -651	-5%	-$119K	1.03%	25
2025 Q4	$2.22M	Sell	11,881 -19	-0.2%	-$3.54K	1.18%	22
2025 Q3	$2.22M	Sell	11,900 -422	-3%	-$73.6K	1.28%	21
2025 Q2	$1.95M	Buy	12,322 +24	+0.2%	+$3.02K	1.19%	21
2025 Q1	$1.33M	Sell	12,298 -92	-0.7%	-$11.7K	0.89%	23
2024 Q4	$1.66M	Sell	12,390 -179	-1%	-$24.7K	1.11%	20
2024 Q3	$1.53M	Sell	12,569 -121	-1%	-$14.3K	1.09%	21
2024 Q2	$1.57M	Hold	12,690	–	–	1.19%	18
2024 Q1	$1.15M	Buy	12,690 +5,680	+81%	+$412K	0.88%	23
2023 Q4	$347K	Buy	7,010 +10	+0.1%	+$463	0.29%	43
2023 Q3	$305K	Hold	7,000	–	–	0.3%	44
2023 Q2	$296K	Buy	+7,000	New	+$232K	0.28%	45

Other funds holding NVDA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Horizon Family Wealth's NVDA Position: Q2 2026 in Review

Horizon Family Wealth reduced its NVIDIA (NVDA) stake by 15% in Q2 2026, selling an estimated $336K and leaving 9,597 shares worth $1.92M. The position accounts for 0.88% of the portfolio, ranked #31.

Horizon Family Wealth first reported a position in NVDA in Q2 2023 and has held it in 13 quarters since. The position peaked at $2.22M in Q3 2025. 5,979 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

Horizon Family Wealth held 9,597 shares of NVIDIA worth $1.92M as of Q2 2026.
Horizon Family Wealth sold 1,633 NVIDIA shares in Q2 2026, an estimated $336K.
NVIDIA made up 0.88% of Horizon Family Wealth's portfolio in Q2 2026, its #31 holding.
Horizon Family Wealth first reported a position in NVIDIA in Q2 2023 and has held it in 13 quarters since.
Horizon Family Wealth's NVIDIA position peaked at $2.22M in Q3 2025.
5,979 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Horizon Family Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.