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Johnson & White Wealth Management’s NVIDIA NVDA Stock Holding History

Johnson & White 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 		$7.63M Sell
38,110
-1,215
-3% -$250K 2.85% 10
2026
Q1 		$6.86M Sell
39,325
-2,075
-5% -$381K 2.9% 10
2025
Q4 		$7.72M Sell
41,400
-341
-0.8% -$63.5K 3.36% 9
2025
Q3 		$7.79M Sell
41,741
-1,509
-3% -$263K 3.57% 7
2025
Q2 		$6.83M Sell
43,250
-294
-0.7% -$37K 3.44% 8
2025
Q1 		$4.72M Sell
43,544
-3,478
-7% -$441K 2.65% 11
2024
Q4 		$6.5M Sell
47,022
-21
-0% -$2.89K 3.94% 5
2024
Q3 		$5.71M Sell
47,043
-4,220
-8% -$498K 4.92% 5
2024
Q2 		$6.33M Sell
51,263
-6,947
-12% -$702K 6.05% 4
2024
Q1 		$5.26M Sell
58,210
-2,610
-4% -$189K 3.83% 6
2023
Q4 		$3.01M Sell
60,820
-1,360
-2% -$63K 2.5% 14
2023
Q3 		$2.71M Sell
62,180
-1,000
-2% -$44.8K 2.45% 13
2023
Q2 		$2.67M Buy
63,180
+700
+1% +$23.2K 3.67% 11
2023
Q1 		$1.74M Buy
+62,480
New +$1.35M 1.55% 19
2022
Q4 		– Sell
-60,280
Closed -$732K – 105
2022
Q3 		$732K Buy
+60,280
New +$953K 0.83% 31

Other funds holding NVDA

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

Johnson & White Wealth Management's NVDA Position: Q2 2026 in Review

Johnson & White Wealth Management reduced its NVIDIA (NVDA) stake by 3.1% in Q2 2026, selling an estimated $250K and leaving 38,110 shares worth $7.63M. The position accounts for 2.85% of the portfolio, ranked #10.

Johnson & White Wealth Management first reported a position in NVDA in Q3 2022 and has held it in 15 quarters since. The position peaked at $7.79M in Q3 2025. 1,228 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Johnson & White Wealth Management held 38,110 shares of NVIDIA worth $7.63M as of Q2 2026.
  • Johnson & White Wealth Management sold 1,215 NVIDIA shares in Q2 2026, an estimated $250K.
  • NVIDIA made up 2.85% of Johnson & White Wealth Management's portfolio in Q2 2026, its #10 holding.
  • Johnson & White Wealth Management first reported a position in NVIDIA in Q3 2022 and has held it in 15 quarters since.
  • Johnson & White Wealth Management's NVIDIA position peaked at $7.79M in Q3 2025.
  • 1,228 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Johnson & White Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.