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Independent Solutions Wealth Management’s NVIDIA NVDA Stock Holding History

Independent Solutions 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 		$20.5M Sell
102,435
-1,270
-1% -$261K 2.67% 3
2026
Q1 		$18.1M Buy
103,705
+1,996
+2% +$366K 2.66% 3
2025
Q4 		$19M Sell
101,709
-2,112
-2% -$393K 3.48% 2
2025
Q3 		$19.4M Buy
103,821
+619
+0.6% +$108K 3.44% 4
2025
Q2 		$16.3M Sell
103,202
-2,607
-2% -$328K 3.18% 4
2025
Q1 		$11.5M Buy
105,809
+555
+0.5% +$70.3K 2.57% 6
2024
Q4 		$14.1M Sell
105,254
-652
-0.6% -$89.9K 3.09% 5
2024
Q3 		$12.9M Sell
105,906
-1,326
-1% -$157K 2.91% 6
2024
Q2 		$13.2M Sell
107,232
-2,618
-2% -$265K 3.04% 6
2024
Q1 		$9.93M Sell
109,850
-1,420
-1% -$103K 2.36% 10
2023
Q4 		$5.51M Buy
111,270
+15,660
+16% +$726K 1.41% 17
2023
Q3 		$4.16M Buy
95,610
+6,930
+8% +$310K 1.08% 24
2023
Q2 		$3.75M Sell
88,680
-5,860
-6% -$195K 0.94% 25
2023
Q1 		$2.63M Buy
94,540
+2,210
+2% +$47.8K 0.77% 34
2022
Q4 		$1.35M Sell
92,330
-9,410
-9% -$138K 0.41% 62
2022
Q3 		$1.24M Sell
101,740
-36,390
-26% -$575K 0.4% 63
2022
Q2 		$2.09M Sell
138,130
-33,400
-19% -$630K 0.65% 38
2022
Q1 		$4.68M Sell
171,530
-4,820
-3% -$121K 1.1% 19
2021
Q4 		$5.19M Sell
176,350
-2,530
-1% -$69.6K 1.22% 20
2021
Q3 		$3.71M Buy
178,880
+600
+0.3% +$12.5K 0.92% 27
2021
Q2 		$3.57M Buy
178,280
+10,320
+6% +$165K 0.87% 29
2021
Q1 		$2.24M Buy
167,960
+6,360
+4% +$85.5K 0.62% 40
2020
Q4 		$2.11M Buy
161,600
+8,200
+5% +$110K 0.66% 40
2020
Q3 		$2.08M Buy
153,400
+5,640
+4% +$65.6K 0.79% 34
2020
Q2 		$1.4M Buy
147,760
+29,280
+25% +$237K 0.6% 40
2020
Q1 		$781K Buy
118,480
+30,520
+35% +$193K 0.43% 47
2019
Q4 		$517K Buy
+87,960
New +$458K 0.23% 88

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

Independent Solutions Wealth Management's NVDA Position: Q2 2026 in Review

Independent Solutions Wealth Management reduced its NVIDIA (NVDA) stake by 1.2% in Q2 2026, selling an estimated $261K and leaving 102,435 shares worth $20.5M. The position accounts for 2.67% of the portfolio, ranked #3.

Independent Solutions 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.

  • Independent Solutions Wealth Management held 102,435 shares of NVIDIA worth $20.5M as of Q2 2026.
  • Independent Solutions Wealth Management sold 1,270 NVIDIA shares in Q2 2026, an estimated $261K.
  • NVIDIA made up 2.67% of Independent Solutions Wealth Management's portfolio in Q2 2026, its #3 holding.
  • Independent Solutions 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 Independent Solutions Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.