Mascoma Wealth Management’s NVIDIA NVDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.2M | Buy |
6,021
+17
| +0.3% | +$3.5K | 0.22% | 41 |
|
|
2026
Q1 | $1.05M | Sell |
6,004
-28
| -0.5% | -$5.14K | 0.22% | 40 |
|
|
2025
Q4 | $1.13M | Buy |
6,032
+248
| +4% | +$46.2K | 0.24% | 40 |
|
|
2025
Q3 | $1.08M | Buy |
5,784
+19
| +0.3% | +$3.31K | 0.24% | 39 |
|
|
2025
Q2 | $911K | Sell |
5,765
-304
| -5% | -$38.3K | 0.21% | 39 |
|
|
2025
Q1 | $658K | Hold |
6,069
| – | – | 0.16% | 45 |
|
|
2024
Q4 | $815K | Buy |
6,069
+399
| +7% | +$55K | 0.2% | 37 |
|
|
2024
Q3 | $689K | Hold |
5,670
| – | – | 0.17% | 43 |
|
|
2024
Q2 | $700K | Buy |
5,670
+190
| +3% | +$19.2K | 0.19% | 41 |
|
|
2024
Q1 | $495K | Hold |
5,480
| – | – | 0.14% | 56 |
|
|
2023
Q4 | $271K | Hold |
5,480
| – | – | 0.08% | 84 |
|
|
2023
Q3 | $238K | Buy |
5,480
+400
| +8% | +$17.9K | 0.07% | 90 |
|
|
2023
Q2 | $227K | Sell |
5,080
-2,890
| -36% | -$96K | 0.07% | 96 |
|
|
2023
Q1 | $221K | Sell |
7,970
-20
| -0.3% | -$433 | 0.06% | 112 |
|
|
2022
Q4 | $117K | Sell |
7,990
-800
| -9% | -$11.7K | 0.04% | 154 |
|
|
2022
Q3 | $107K | Sell |
8,790
-1,320
| -13% | -$20.9K | 0.04% | 162 |
|
|
2022
Q2 | $153K | Sell |
10,110
-910
| -8% | -$17.2K | 0.05% | 130 |
|
|
2022
Q1 | $301K | Buy |
11,020
+6,880
| +166% | +$173K | 0.1% | 94 |
|
|
2021
Q4 | $122K | Buy |
4,140
+1,890
| +84% | +$52K | 0.04% | 147 |
|
|
2021
Q3 | $47K | Buy |
+2,250
| New | +$46.7K | 0.02% | 210 |
|
|
2019
Q3 | – | Sell |
-12,800
| Closed | -$53K | – | 254 |
|
|
2019
Q2 | $53K | Hold |
12,800
| – | – | 0.03% | 157 |
|
|
2019
Q1 | $57K | Hold |
12,800
| – | – | 0.04% | 140 |
|
|
2018
Q4 | $43K | Sell |
12,800
-24,000
| -65% | -$115K | 0.03% | 152 |
|
|
2018
Q3 | $259K | Sell |
36,800
-16,000
| -30% | -$104K | 0.17% | 65 |
|
|
2018
Q2 | $313K | Hold |
52,800
| – | – | 0.22% | 52 |
|
|
2018
Q1 | $306K | Hold |
52,800
| – | – | 0.2% | 57 |
|
|
2017
Q4 | $308K | Hold |
52,800
| – | – | 0.19% | 55 |
|
|
2017
Q3 | $236K | Hold |
52,800
| – | – | 0.16% | 66 |
|
|
2017
Q2 | $191K | Sell |
52,800
-4,800
| -8% | -$15.2K | 0.13% | 79 |
|
|
2017
Q1 | $157K | Hold |
57,600
| – | – | 0.11% | 76 |
|
|
2016
Q4 | $154K | Buy |
+57,600
| New | +$120K | 0.11% | 80 |
|
Other funds holding NVDA
Mascoma Wealth Management's NVDA Position: Q2 2026 in Review
Mascoma Wealth Management increased its NVIDIA (NVDA) stake by 0.28% in Q2 2026, buying an estimated $3.5K and bringing the position to 6,021 shares worth $1.2M. The position accounts for 0.22% of the portfolio, ranked #41.
Mascoma Wealth Management first reported a position in NVDA in Q4 2016 and has held it in 31 quarters since. 5,933 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.
- Mascoma Wealth Management held 6,021 shares of NVIDIA worth $1.2M as of Q2 2026.
- Mascoma Wealth Management bought 17 NVIDIA shares in Q2 2026, an estimated $3.5K.
- NVIDIA made up 0.22% of Mascoma Wealth Management's portfolio in Q2 2026, its #41 holding.
- Mascoma Wealth Management first reported a position in NVIDIA in Q4 2016 and has held it in 31 quarters since.
- 5,933 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.
Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.