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Milestone Asset Management’s NVIDIA NVDA Stock Holding History

Milestone Asset 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 		$10.7M Buy
53,310
+1,665
+3% +$342K 1.68% 8
2026
Q1 		$9.01M Sell
51,645
-34,899
-40% -$6.4M 1.66% 7
2025
Q4 		$16.1M Buy
86,544
+11,100
+15% +$2.07M 3.04% 7
2025
Q3 		$14.1M Buy
75,444
+24,867
+49% +$4.33M 2.66% 9
2025
Q2 		$7.99M Sell
50,577
-3,659
-7% -$460K 1.69% 12
2025
Q1 		$5.88M Sell
54,236
-14,727
-21% -$1.87M 1.25% 14
2024
Q4 		$9.26M Buy
68,963
+10,244
+17% +$1.41M 2.04% 8
2024
Q3 		$7.13M Buy
58,719
+18,293
+45% +$2.16M 1.6% 13
2024
Q2 		$4.99M Sell
40,426
-1,094
-3% -$111K 1.25% 14
2024
Q1 		$3.75M Buy
41,520
+28,160
+211% +$2.04M 1.07% 22
2023
Q4 		$662K Buy
13,360
+1,870
+16% +$86.7K 0.22% 24
2023
Q3 		$515K Buy
+11,490
New +$515K 0.18% 31
2023
Q2 		– Sell
-10,290
Closed -$286K – 72
2023
Q1 		$286K Buy
+10,290
New +$223K 0.16% 54

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's NVDA Position: Q2 2026 in Review

Milestone Asset Management increased its NVIDIA (NVDA) stake by 3.2% in Q2 2026, buying an estimated $342K and bringing the position to 53,310 shares worth $10.7M. The position accounts for 1.68% of the portfolio, ranked #8.

Milestone Asset Management first reported a position in NVDA in Q1 2023 and has held it in 13 quarters since. The position peaked at $16.1M in Q4 2025. 5,943 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Milestone Asset Management held 53,310 shares of NVIDIA worth $10.7M as of Q2 2026.
  • Milestone Asset Management bought 1,665 NVIDIA shares in Q2 2026, an estimated $342K.
  • NVIDIA made up 1.68% of Milestone Asset Management's portfolio in Q2 2026, its #8 holding.
  • Milestone Asset Management first reported a position in NVIDIA in Q1 2023 and has held it in 13 quarters since.
  • Milestone Asset Management's NVIDIA position peaked at $16.1M in Q4 2025.
  • 5,943 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Milestone Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.