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Long Island Wealth Management’s NVIDIA NVDA Stock Holding History

Long Island 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 		$941K Sell
4,705
-105
-2% -$21.6K 0.39% 45
2026
Q1 		$839K Buy
4,810
+180
+4% +$33K 0.39% 45
2025
Q4 		$863K Buy
4,630
+25
+0.5% +$4.65K 0.41% 47
2025
Q3 		$859K Sell
4,605
-100
-2% -$17.4K 0.42% 46
2025
Q2 		$743K Buy
4,705
+2,735
+139% +$344K 0.39% 49
2025
Q1 		$214K Hold
1,970
– – 0.13% 74
2024
Q4 		$265K Hold
1,970
– – 0.17% 66
2024
Q3 		$239K Sell
1,970
-2,100
-52% -$248K 0.16% 65
2024
Q2 		$503K Buy
4,070
+1,040
+34% +$105K 0.35% 52
2024
Q1 		$274K Sell
3,030
-4,300
-59% -$312K 0.19% 65
2023
Q4 		$363K Buy
+7,330
New +$340K 0.26% 58

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

Long Island Wealth Management's NVDA Position: Q2 2026 in Review

Long Island Wealth Management reduced its NVIDIA (NVDA) stake by 2.2% in Q2 2026, selling an estimated $21.6K and leaving 4,705 shares worth $941K. The position accounts for 0.39% of the portfolio, ranked #45.

Long Island Wealth Management first reported a position in NVDA in Q4 2023 and has held it in 11 quarters since. 5,977 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Long Island Wealth Management held 4,705 shares of NVIDIA worth $941K as of Q2 2026.
  • Long Island Wealth Management sold 105 NVIDIA shares in Q2 2026, an estimated $21.6K.
  • NVIDIA made up 0.39% of Long Island Wealth Management's portfolio in Q2 2026, its #45 holding.
  • Long Island Wealth Management first reported a position in NVIDIA in Q4 2023 and has held it in 11 quarters since.
  • 5,977 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Long Island Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.