Jackson Wealth Management’s NVIDIA NVDA Stock Holding History

Jackson 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	$2M	Sell	10,021 -62,989	-86%	-$13M	1.18%	17
2026 Q1	$12.7M	Sell	73,010 -925	-1%	-$170K	1.31%	21
2025 Q4	$13.8M	Buy	73,935 +1,094	+2%	+$204K	1.34%	20
2025 Q3	$13.6M	Buy	72,841 +727	+1%	+$127K	1.36%	20
2025 Q2	$11.4M	Sell	72,114 -2,749	-4%	-$346K	1.24%	17
2025 Q1	$8.11M	Buy	74,863 +3,322	+5%	+$421K	0.99%	23
2024 Q4	$9.61M	Buy	71,541 +2,843	+4%	+$392K	1.09%	21
2024 Q3	$8.34M	Buy	68,698 +49,590	+260%	+$5.86M	1%	24
2024 Q2	$2.36M	Sell	19,108 -14,352	-43%	-$1.45M	0.51%	51
2024 Q1	$3.02M	Buy	+33,460	New	+$2.43M	0.38%	60
2021 Q3	–	Sell	-40,000	Closed	-$800K	–	109
2021 Q2	$800K	Buy	+40,000	New	+$641K	0.1%	99
2021 Q1	–	Sell	-52,000	Closed	-$679K	–	139
2020 Q4	$679K	Buy	+52,000	New	+$696K	0.09%	108

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

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

Jackson Wealth Management reduced its NVIDIA (NVDA) stake by 86% in Q2 2026, selling an estimated $13M and leaving 10,021 shares worth $2M. The position accounts for 1.18% of the portfolio, ranked #17.

Jackson Wealth Management first reported a position in NVDA in Q4 2020 and has held it in 12 quarters since. The position peaked at $13.8M in Q4 2025. 5,943 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

Jackson Wealth Management held 10,021 shares of NVIDIA worth $2M as of Q2 2026.
Jackson Wealth Management sold 62,989 NVIDIA shares in Q2 2026, an estimated $13M.
NVIDIA made up 1.18% of Jackson Wealth Management's portfolio in Q2 2026, its #17 holding.
Jackson Wealth Management first reported a position in NVIDIA in Q4 2020 and has held it in 12 quarters since.
Jackson Wealth Management's NVIDIA position peaked at $13.8M in Q4 2025.
5,943 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Jackson Wealth Management's 13F filing for Q2 2026, filed 20 Aug 2026.