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Measured Wealth Private Client Group’s NVIDIA NVDA Stock Holding History

Measured Wealth Private Client Group’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 		$6.69M Buy
33,439
+319
+1% +$65.6K 1.62% 15
2026
Q1 		$5.78M Buy
33,120
+43
+0.1% +$7.89K 1.58% 14
2025
Q4 		$6.17M Sell
33,077
-1,056
-3% -$197K 1.63% 12
2025
Q3 		$6.37M Buy
34,133
+101
+0.3% +$17.6K 1.72% 13
2025
Q2 		$5.38M Sell
34,032
-507
-1% -$63.8K 1.61% 13
2025
Q1 		$3.74M Sell
34,539
-1,700
-5% -$215K 1.2% 17
2024
Q4 		$4.87M Buy
36,239
+1,167
+3% +$161K 1.57% 14
2024
Q3 		$4.26M Sell
35,072
-1,565
-4% -$185K 1.42% 15
2024
Q2 		$4.53M Buy
36,637
+877
+2% +$88.7K 1.59% 11
2024
Q1 		$3.23M Buy
35,760
+100
+0.3% +$7.25K 1.13% 17
2023
Q4 		$1.77M Buy
35,660
+700
+2% +$32.4K 0.65% 19
2023
Q3 		$1.52M Sell
34,960
-5,880
-14% -$263K 0.61% 20
2023
Q2 		$1.73M Sell
40,840
-2,840
-7% -$94.3K 0.66% 20
2023
Q1 		$1.21M Buy
43,680
+3,010
+7% +$65.1K 0.47% 29
2022
Q4 		$594K Buy
40,670
+10
+0% +$147 0.24% 57
2022
Q3 		$494K Buy
40,660
+30
+0.1% +$474 0.22% 64
2022
Q2 		$616K Sell
40,630
-570
-1% -$10.8K 0.27% 55
2022
Q1 		$1.12M Buy
41,200
+570
+1% +$14.3K 0.41% 32
2021
Q4 		$1.2M Buy
40,630
+380
+0.9% +$10.5K 0.42% 36
2021
Q3 		$834K Sell
40,250
-1,750
-4% -$36.3K 0.32% 51
2021
Q2 		$840K Hold
42,000
– – 0.27% 58
2021
Q1 		$561K Hold
42,000
– – 0.2% 64
2020
Q4 		$548K Hold
42,000
– – 0.23% 58
2020
Q3 		$568K Buy
+42,000
New +$489K 0.27% 57
2018
Q4 		– Sell
-14,000
Closed -$96K – 493
2018
Q3 		$96K Buy
+14,000
New +$91K 0.06% 239

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

Measured Wealth Private Client Group's NVDA Position: Q2 2026 in Review

Measured Wealth Private Client Group increased its NVIDIA (NVDA) stake by 0.96% in Q2 2026, buying an estimated $65.6K and bringing the position to 33,439 shares worth $6.69M. The position accounts for 1.62% of the portfolio, ranked #15.

Measured Wealth Private Client Group first reported a position in NVDA in Q3 2018 and has held it in 25 quarters since. 5,943 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Measured Wealth Private Client Group held 33,439 shares of NVIDIA worth $6.69M as of Q2 2026.
  • Measured Wealth Private Client Group bought 319 NVIDIA shares in Q2 2026, an estimated $65.6K.
  • NVIDIA made up 1.62% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #15 holding.
  • Measured Wealth Private Client Group first reported a position in NVIDIA in Q3 2018 and has held it in 25 quarters since.
  • 5,943 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.