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Meadowbrook Wealth Management’s NVIDIA NVDA Stock Holding History

Meadowbrook 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 		$1.88M Sell
9,539
-7,725
-45% -$1.59M 2.03% 15
2026
Q1 		$3.01M Sell
17,264
-5,615
-25% -$1.03M 3.99% 5
2025
Q4 		$4.27M Sell
22,879
-6,878
-23% -$1.28M 4.87% 5
2025
Q3 		$5.55M Buy
+29,757
New +$5.19M 5.77% 4

Other funds holding NVDA

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

Meadowbrook Wealth Management reduced its NVIDIA (NVDA) stake by 45% in Q2 2026, selling an estimated $1.59M and leaving 9,539 shares worth $1.88M. The position accounts for 2.03% of the portfolio, ranked #15.

Meadowbrook Wealth Management first reported a position in NVDA in Q3 2025 and has held it in 4 quarters since. The position peaked at $5.55M in Q3 2025. 3,659 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Meadowbrook Wealth Management held 9,539 shares of NVIDIA worth $1.88M as of Q2 2026.
  • Meadowbrook Wealth Management sold 7,725 NVIDIA shares in Q2 2026, an estimated $1.59M.
  • NVIDIA made up 2.03% of Meadowbrook Wealth Management's portfolio in Q2 2026, its #15 holding.
  • Meadowbrook Wealth Management first reported a position in NVIDIA in Q3 2025 and has held it in 4 quarters since.
  • Meadowbrook Wealth Management's NVIDIA position peaked at $5.55M in Q3 2025.
  • 3,659 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

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