Integrated Wealth Concepts’s NVIDIA NVDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $319M | Buy |
1,596,301
+364,062
| +30% | +$74.9M | 1.56% | 6 |
|
|
2026
Q1 | $215M | Buy |
1,232,239
+624,607
| +103% | +$115M | 1.71% | 5 |
|
|
2025
Q4 | $113M | Sell |
607,632
-562,019
| -48% | -$105M | 1.35% | 7 |
|
|
2025
Q3 | $218M | Buy |
1,169,651
+23,581
| +2% | +$4.11M | 1.95% | 4 |
|
|
2025
Q2 | $181M | Buy |
1,146,070
+34,575
| +3% | +$4.35M | 1.82% | 6 |
|
|
2025
Q1 | $120M | Buy |
1,111,495
+45,435
| +4% | +$5.76M | 1.4% | 7 |
|
|
2024
Q4 | $143M | Buy |
1,066,060
+120,982
| +13% | +$16.7M | 1.66% | 6 |
|
|
2024
Q3 | $115M | Buy |
945,078
+12,895
| +1% | +$1.52M | 1.4% | 6 |
|
|
2024
Q2 | $115M | Buy |
932,183
+66,743
| +8% | +$6.75M | 1.57% | 6 |
|
|
2024
Q1 | $78.2M | Buy |
865,440
+104,300
| +14% | +$7.56M | 1.13% | 8 |
|
|
2023
Q4 | $37.7M | Sell |
761,140
-36,190
| -5% | -$1.68M | 0.62% | 25 |
|
|
2023
Q3 | $34.7M | Sell |
797,330
-89,050
| -10% | -$3.99M | 0.61% | 24 |
|
|
2023
Q2 | $37.5M | Buy |
886,380
+157,230
| +22% | +$5.22M | 0.64% | 26 |
|
|
2023
Q1 | $20.3M | Buy |
729,150
+338,920
| +87% | +$7.33M | 0.42% | 51 |
|
|
2022
Q4 | $5.7M | Buy |
390,230
+8,690
| +2% | +$127K | 0.16% | 136 |
|
|
2022
Q3 | $4.63M | Buy |
381,540
+4,320
| +1% | +$68.3K | 0.15% | 144 |
|
|
2022
Q2 | $5.72M | Buy |
377,220
+12,390
| +3% | +$234K | 0.18% | 124 |
|
|
2022
Q1 | $9.96M | Sell |
364,830
-14,060
| -4% | -$353K | 0.3% | 71 |
|
|
2021
Q4 | $11.1M | Buy |
378,890
+49,920
| +15% | +$1.37M | 0.33% | 64 |
|
|
2021
Q3 | $6.82M | Buy |
328,970
+39,650
| +14% | +$823K | 0.22% | 92 |
|
|
2021
Q2 | $5.79M | Buy |
289,320
+15,360
| +6% | +$246K | 0.21% | 100 |
|
|
2021
Q1 | $3.66M | Buy |
273,960
+127,440
| +87% | +$1.71M | 0.15% | 122 |
|
|
2020
Q4 | $1.91M | Buy |
146,520
+10,520
| +8% | +$141K | 0.09% | 157 |
|
|
2020
Q3 | $1.84M | Buy |
136,000
+18,520
| +16% | +$215K | 0.11% | 136 |
|
|
2020
Q2 | $1.12M | Buy |
117,480
+69,040
| +143% | +$559K | 0.08% | 158 |
|
|
2020
Q1 | $319K | Sell |
48,440
-9,800
| -17% | -$61.8K | 0.03% | 300 |
|
|
2019
Q4 | $343K | Buy |
+58,240
| New | +$303K | 0.03% | 340 |
|
|
2019
Q2 | – | Sell |
-57,960
| Closed | -$260K | – | 398 |
|
|
2019
Q1 | $260K | Buy |
+57,960
| New | +$225K | 0.04% | 271 |
|
|
2018
Q4 | – | Sell |
-54,720
| Closed | -$396K | – | 283 |
|
|
2018
Q3 | $396K | Buy |
54,720
+6,480
| +13% | +$42.1K | 0.12% | 142 |
|
|
2018
Q2 | $292K | Buy |
+48,240
| New | +$293K | 0.1% | 160 |
|
Other funds holding NVDA
Integrated Wealth Concepts's NVDA Position: Q2 2026 in Review
Integrated Wealth Concepts increased its NVIDIA (NVDA) stake by 30% in Q2 2026, buying an estimated $74.9M and bringing the position to 1,596,301 shares worth $319M. The position accounts for 1.56% of the portfolio, ranked #6.
Integrated Wealth Concepts first reported a position in NVDA in Q2 2018 and has held it in 30 quarters since. 5,932 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.
- Integrated Wealth Concepts held 1,596,301 shares of NVIDIA worth $319M as of Q2 2026.
- Integrated Wealth Concepts bought 364,062 NVIDIA shares in Q2 2026, an estimated $74.9M.
- NVIDIA made up 1.56% of Integrated Wealth Concepts's portfolio in Q2 2026, its #6 holding.
- Integrated Wealth Concepts first reported a position in NVIDIA in Q2 2018 and has held it in 30 quarters since.
- 5,932 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.
Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.