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Integrated Wealth Management (Ohio)’s NVIDIA NVDA Stock Holding History

Integrated Wealth Management (Ohio)’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 		$1.51M Sell
7,548
-295
-4% -$60.7K 1.6% 18
2026
Q1 		$1.37M Sell
7,843
-843
-10% -$155K 1.57% 20
2025
Q4 		$1.62M Buy
+8,686
New +$1.62M 1.82% 20

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

Integrated Wealth Management (Ohio)'s NVDA Position: Q2 2026 in Review

Integrated Wealth Management (Ohio) reduced its NVIDIA (NVDA) stake by 3.8% in Q2 2026, selling an estimated $60.7K and leaving 7,548 shares worth $1.51M. The position accounts for 1.6% of the portfolio, ranked #18.

Integrated Wealth Management (Ohio) first reported a position in NVDA in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.62M in Q4 2025. 5,922 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Integrated Wealth Management (Ohio) held 7,548 shares of NVIDIA worth $1.51M as of Q2 2026.
  • Integrated Wealth Management (Ohio) sold 295 NVIDIA shares in Q2 2026, an estimated $60.7K.
  • NVIDIA made up 1.6% of Integrated Wealth Management (Ohio)'s portfolio in Q2 2026, its #18 holding.
  • Integrated Wealth Management (Ohio) first reported a position in NVIDIA in Q4 2025 and has held it in 3 quarters since.
  • Integrated Wealth Management (Ohio)'s NVIDIA position peaked at $1.62M in Q4 2025.
  • 5,922 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Integrated Wealth Management (Ohio)'s 13F filing for Q2 2026, filed 11 Aug 2026.