Iams Wealth Management’s NVIDIA NVDA Stock Holding History

Iams 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
2023 Q3	–	Sell	-10,640	Closed	-$438K	–	205
2023 Q2	$438K	Buy	+10,640	New	+$353K	0.16%	98

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

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

Iams Wealth Management reduced its NVIDIA (NVDA) stake by 7.5% in Q2 2026, selling an estimated $526K and leaving 31,531 shares worth $6.31M. The position accounts for 1.9% of the portfolio, ranked #10.

Iams Wealth Management first reported a position in NVDA in Q3 2023 and has held it in 12 quarters since. 5,962 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

Iams Wealth Management held 31,531 shares of NVIDIA worth $6.31M as of Q2 2026.
Iams Wealth Management sold 2,560 NVIDIA shares in Q2 2026, an estimated $526K.
NVIDIA made up 1.9% of Iams Wealth Management's portfolio in Q2 2026, its #10 holding.
Iams Wealth Management first reported a position in NVIDIA in Q3 2023 and has held it in 12 quarters since.
5,962 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Iams Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.