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Institute for Wealth Management’s NVIDIA NVDA Stock Holding History

Institute for 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
Q1 		– Sell
-400
Closed -$74.6K – 569
2025
Q4 		$74.6K Buy
+400
New +$74.5K 0.01% 537
2025
Q2 		– Sell
-12,800
Closed -$1.39M – 564
2025
Q1 		$1.39M Hold
12,800
– – 0.18% 124
2024
Q4 		$1.72M Buy
+12,800
New +$1.76M 0.22% 101

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

Institute for Wealth Management's NVDA Position: Q2 2026 in Review

Institute for Wealth Management reduced its NVIDIA (NVDA) stake by 0.25% in Q2 2026, selling an estimated $383K and leaving 739,474 shares worth $148M. The position accounts for 13.06% of the portfolio, ranked #1.

Institute for Wealth Management first reported a position in NVDA in Q2 2017 and has held it in 37 quarters since. 5,961 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Institute for Wealth Management held 739,474 shares of NVIDIA worth $148M as of Q2 2026.
  • Institute for Wealth Management sold 1,864 NVIDIA shares in Q2 2026, an estimated $383K.
  • NVIDIA made up 13.06% of Institute for Wealth Management's portfolio in Q2 2026, its #1 holding.
  • Institute for Wealth Management first reported a position in NVIDIA in Q2 2017 and has held it in 37 quarters since.
  • 5,961 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.