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Jeppson Wealth Management’s NVIDIA NVDA Stock Holding History

Jeppson 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 		$15.7M Sell
78,312
-1,545
-2% -$318K 4.62% 3
2026
Q1 		$13.9M Sell
79,857
-1,712
-2% -$314K 4.37% 3
2025
Q4 		$15.2M Sell
81,569
-1,552
-2% -$289K 4.82% 3
2025
Q3 		$15.5M Sell
83,121
-170
-0.2% -$29.6K 4.95% 3
2025
Q2 		$13.2M Sell
83,291
-3,104
-4% -$391K 4.55% 3
2025
Q1 		$9.36M Buy
86,395
+483
+0.6% +$61.2K 3.43% 4
2024
Q4 		$11.5M Sell
85,912
-846
-1% -$117K 4.18% 3
2024
Q3 		$10.5M Buy
86,758
+371
+0.4% +$43.8K 3.77% 4
2024
Q2 		$10.7M Sell
86,387
-813
-0.9% -$82.2K 4.07% 3
2024
Q1 		$7.88M Sell
87,200
-2,780
-3% -$201K 3.06% 5
2023
Q4 		$4.46M Sell
89,980
-1,450
-2% -$67.2K 1.85% 8
2023
Q3 		$3.98M Sell
91,430
-1,860
-2% -$83.3K 1.82% 7
2023
Q2 		$3.95M Sell
93,290
-11,880
-11% -$394K 1.72% 9
2023
Q1 		$2.92M Sell
105,170
-18,770
-15% -$406K 1.27% 15
2022
Q4 		$1.81M Sell
123,940
-1,010
-0.8% -$14.8K 0.76% 27
2022
Q3 		$1.52M Buy
124,950
+8,080
+7% +$128K 0.69% 30
2022
Q2 		$1.77M Buy
116,870
+17,710
+18% +$334K 0.76% 28
2022
Q1 		$2.71M Buy
99,160
+11,420
+13% +$286K 1.26% 15
2021
Q4 		$2.58M Sell
87,740
-6,410
-7% -$176K 1.25% 15
2021
Q3 		$1.95M Sell
94,150
-930
-1% -$19.3K 1.02% 20
2021
Q2 		$1.9M Sell
95,080
-3,560
-4% -$57.1K 1.04% 20
2021
Q1 		$1.32M Sell
98,640
-2,240
-2% -$30.1K 0.78% 28
2020
Q4 		$1.32M Sell
100,880
-1,480
-1% -$19.8K 0.88% 24
2020
Q3 		$1.39M Buy
+102,360
New +$1.19M 1.09% 19

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

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

Jeppson Wealth Management reduced its NVIDIA (NVDA) stake by 1.9% in Q2 2026, selling an estimated $318K and leaving 78,312 shares worth $15.7M. The position accounts for 4.62% of the portfolio, ranked #3.

Jeppson Wealth Management first reported a position in NVDA in Q3 2020 and has held it in 24 quarters since. 5,961 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Jeppson Wealth Management held 78,312 shares of NVIDIA worth $15.7M as of Q2 2026.
  • Jeppson Wealth Management sold 1,545 NVIDIA shares in Q2 2026, an estimated $318K.
  • NVIDIA made up 4.62% of Jeppson Wealth Management's portfolio in Q2 2026, its #3 holding.
  • Jeppson Wealth Management first reported a position in NVIDIA in Q3 2020 and has held it in 24 quarters since.
  • 5,961 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Jeppson Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.