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Level Wealth Management’s NVIDIA NVDA Stock Holding History

Level 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 		$376K Hold
1,877
– – 0.15% 50
2026
Q1 		$327K Hold
1,877
– – 0.15% 51
2025
Q4 		$350K Sell
1,877
-455
-20% -$84.7K 0.18% 43
2025
Q3 		$435K Hold
2,332
– – 0.23% 35
2025
Q2 		$368K Sell
2,332
-303
-11% -$38.1K 0.21% 44
2025
Q1 		$286K Buy
2,635
+135
+5% +$17.1K 0.19% 43
2024
Q4 		$336K Buy
+2,500
New +$345K 0.24% 39

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

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

Level Wealth Management held its NVIDIA (NVDA) position steady in Q2 2026 at 1,877 shares worth $376K. The position accounts for 0.15% of the portfolio, ranked #50.

Level Wealth Management first reported a position in NVDA in Q4 2024 and has held it in 7 quarters since. The position peaked at $435K in Q3 2025. 5,962 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Level Wealth Management held 1,877 shares of NVIDIA worth $376K as of Q2 2026.
  • Level Wealth Management left its NVIDIA share count unchanged in Q2 2026.
  • NVIDIA made up 0.15% of Level Wealth Management's portfolio in Q2 2026, its #50 holding.
  • Level Wealth Management first reported a position in NVIDIA in Q4 2024 and has held it in 7 quarters since.
  • Level Wealth Management's NVIDIA position peaked at $435K in Q3 2025.
  • 5,962 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Level Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.