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Liberty Wealth Management’s NVIDIA NVDA Stock Holding History

Liberty 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 		$17.7M Hold
101,654
– – 2.22% 13
2026
Q1 		$17.7M Buy
101,654
+4,629
+5% +$849K 2.22% 13
2025
Q4 		$18.1M Sell
97,025
-1,627
-2% -$303K 2.34% 12
2025
Q3 		$18.4M Buy
98,652
+1,564
+2% +$273K 2.59% 10
2025
Q2 		$15.3M Sell
97,088
-4,332
-4% -$545K 2.4% 10
2025
Q1 		$11M Buy
101,420
+2,888
+3% +$366K 2.1% 15
2024
Q4 		$13.2M Buy
98,532
+4,862
+5% +$670K 2.21% 11
2024
Q3 		$11.4M Sell
93,670
-334,727
-78% -$39.5M 1.93% 15
2024
Q2 		$11.1M Buy
428,397
+345,317
+416% +$34.9M 2.03% 15
2024
Q1 		$7.51M Sell
83,080
-1,750
-2% -$127K 1.47% 19
2023
Q4 		$4.2M Sell
84,830
-400
-0.5% -$18.5K 0.9% 28
2023
Q3 		$3.71M Buy
85,230
+54,060
+173% +$2.42M 0.92% 29
2023
Q2 		$1.31M Sell
31,170
-25,330
-45% -$841K 0.32% 46
2023
Q1 		$1.54M Buy
+56,500
New +$1.22M 0.32% 57
2022
Q3 		$316K Buy
26,110
+2,130
+9% +$33.7K 0.08% 105
2022
Q2 		$363K Buy
23,980
+1,410
+6% +$26.6K 0.15% 99
2022
Q1 		$616K Buy
22,570
+380
+2% +$9.53K 0.22% 67
2021
Q4 		$652K Sell
22,190
-6,240
-22% -$172K 0.03% 83
2021
Q3 		$649K Buy
28,430
+17,470
+159% +$363K 0.23% 65
2021
Q2 		$218K Sell
10,960
-1,840
-14% -$29.5K 0.08% 124
2021
Q1 		$169K Hold
12,800
– – 0.08% 126
2020
Q4 		$169K Buy
12,800
+1,640
+15% +$22K 0.08% 125
2020
Q3 		$151K Sell
11,160
-4,160
-27% -$48.4K 0.09% 118
2020
Q2 		$145K Sell
15,320
-1,120
-7% -$9.06K 0.1% 113
2020
Q1 		$108K Buy
16,440
+3,640
+28% +$23K 0.09% 131
2019
Q4 		$75K Buy
12,800
+1,200
+10% +$6.24K 0.06% 191
2019
Q3 		$51K Buy
11,600
+80
+0.7% +$337 0.05% 227
2019
Q2 		$47K Sell
11,520
-640
-5% -$2.65K 0.04% 252
2019
Q1 		$54K Sell
12,160
-1,400
-10% -$5.43K 0.04% 193
2018
Q4 		$45K Buy
+13,560
New +$64.9K 0.03% 202

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

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

Liberty Wealth Management held its NVIDIA (NVDA) position steady in Q2 2026 at 101,654 shares worth $17.7M. The position accounts for 2.22% of the portfolio, ranked #13.

Liberty Wealth Management first reported a position in NVDA in Q4 2018 and has held it in 30 quarters since. The position peaked at $18.4M in Q3 2025. 5,943 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Liberty Wealth Management held 101,654 shares of NVIDIA worth $17.7M as of Q2 2026.
  • Liberty Wealth Management left its NVIDIA share count unchanged in Q2 2026.
  • NVIDIA made up 2.22% of Liberty Wealth Management's portfolio in Q2 2026, its #13 holding.
  • Liberty Wealth Management first reported a position in NVIDIA in Q4 2018 and has held it in 30 quarters since.
  • Liberty Wealth Management's NVIDIA position peaked at $18.4M in Q3 2025.
  • 5,943 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Liberty Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.