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Mattern Wealth Management’s NVIDIA NVDA Stock Holding History

Mattern 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 		$7.82M Buy
39,059
+5,649
+17% +$1.16M 1.28% 20
2026
Q1 		$5.83M Sell
33,410
-78
-0.2% -$14.3K 1.14% 21
2025
Q4 		$6.25M Buy
33,488
+294
+0.9% +$54.7K 1.2% 20
2025
Q3 		$6.19M Sell
33,194
-2
-0% -$349 1.24% 18
2025
Q2 		$5.24M Sell
33,196
-254
-0.8% -$32K 1.09% 20
2025
Q1 		$3.63M Buy
33,450
+195
+0.6% +$24.7K 0.8% 23
2024
Q4 		$4.47M Sell
33,255
-10
-0% -$1.38K 0.99% 22
2024
Q3 		$4.04M Buy
33,265
+2,045
+7% +$242K 0.89% 22
2024
Q2 		$3.86M Buy
31,220
+160
+0.5% +$16.2K 0.93% 25
2024
Q1 		$2.81M Buy
31,060
+1,200
+4% +$87K 0.68% 44
2023
Q4 		$1.48M Sell
29,860
-3,210
-10% -$149K 0.38% 73
2023
Q3 		$1.44M Buy
33,070
+130
+0.4% +$5.82K 0.42% 69
2023
Q2 		$1.39M Sell
32,940
-350
-1% -$11.6K 0.41% 71
2023
Q1 		$925K Sell
33,290
-1,730
-5% -$37.4K 0.31% 85
2022
Q4 		$512K Hold
35,020
– – 0.21% 101
2022
Q3 		$425K Sell
35,020
-9,990
-22% -$158K 0.17% 106
2022
Q2 		$682K Buy
45,010
+3,700
+9% +$69.8K 0.27% 81
2022
Q1 		$1.13M Buy
41,310
+4,210
+11% +$106K 0.37% 67
2021
Q4 		$1.09M Buy
37,100
+910
+3% +$25K 0.32% 75
2021
Q3 		$750K Sell
36,190
-1,010
-3% -$21K 0.25% 88
2021
Q2 		$676K Buy
37,200
+4,240
+13% +$68K 0.22% 96
2021
Q1 		$440K Sell
32,960
-6,080
-16% -$81.7K 0.16% 115
2020
Q4 		$510K Sell
39,040
-3,120
-7% -$41.8K 0.19% 103
2020
Q3 		$570K Buy
+42,160
New +$491K 0.24% 88

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

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

Mattern Wealth Management increased its NVIDIA (NVDA) stake by 17% in Q2 2026, buying an estimated $1.16M and bringing the position to 39,059 shares worth $7.82M. The position accounts for 1.28% of the portfolio, ranked #20.

Mattern Wealth Management first reported a position in NVDA in Q3 2020 and has held it in 24 quarters since. 5,950 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Mattern Wealth Management held 39,059 shares of NVIDIA worth $7.82M as of Q2 2026.
  • Mattern Wealth Management bought 5,649 NVIDIA shares in Q2 2026, an estimated $1.16M.
  • NVIDIA made up 1.28% of Mattern Wealth Management's portfolio in Q2 2026, its #20 holding.
  • Mattern Wealth Management first reported a position in NVIDIA in Q3 2020 and has held it in 24 quarters since.
  • 5,950 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Mattern Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.