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Milestone Asset Management Group’s NVIDIA NVDA Stock Holding History

Milestone Asset Management 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 		$3.7M Sell
18,505
-605
-3% -$124K 1.86% 16
2026
Q1 		$3.33M Sell
19,110
-35
-0.2% -$6.42K 1.95% 16
2025
Q4 		$3.57M Buy
19,145
+3,515
+22% +$654K 2.02% 17
2025
Q3 		$2.92M Sell
15,630
-109
-0.7% -$19K 1.83% 18
2025
Q2 		$2.49M Buy
15,739
+1,321
+9% +$166K 1.84% 18
2025
Q1 		$1.56M Buy
14,418
+819
+6% +$104K 1.41% 24
2024
Q4 		$1.83M Buy
+13,599
New +$1.87M 1.63% 20

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

Milestone Asset Management Group's NVDA Position: Q2 2026 in Review

Milestone Asset Management Group reduced its NVIDIA (NVDA) stake by 3.2% in Q2 2026, selling an estimated $124K and leaving 18,505 shares worth $3.7M. The position accounts for 1.86% of the portfolio, ranked #16.

Milestone Asset Management Group first reported a position in NVDA in Q4 2024 and has held it in 7 quarters since. 5,962 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Milestone Asset Management Group held 18,505 shares of NVIDIA worth $3.7M as of Q2 2026.
  • Milestone Asset Management Group sold 605 NVIDIA shares in Q2 2026, an estimated $124K.
  • NVIDIA made up 1.86% of Milestone Asset Management Group's portfolio in Q2 2026, its #16 holding.
  • Milestone Asset Management Group first reported a position in NVIDIA in Q4 2024 and has held it in 7 quarters since.
  • 5,962 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Milestone Asset Management Group's 13F filing for Q2 2026, filed 30 Jul 2026.