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Mindset Wealth Management’s NVIDIA NVDA Stock Holding History

Mindset 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 		$237M Buy
1,184,129
+238,146
+25% +$49M 45.64% 1
2026
Q1 		$165M Buy
945,983
+558
+0.1% +$102K 44.29% 1
2025
Q4 		$176M Buy
945,425
+3,481
+0.4% +$648K 46.22% 1
2025
Q3 		$176M Buy
941,944
+22,572
+2% +$3.93M 47.9% 1
2025
Q2 		$145M Sell
919,372
-79,548
-8% -$10M 47.55% 1
2025
Q1 		$108M Buy
998,920
+100,373
+11% +$12.7M 42.14% 1
2024
Q4 		$121M Buy
898,547
+18,086
+2% +$2.49M 44.11% 1
2024
Q3 		$107M Buy
+880,461
New +$104M 44.18% 1

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

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

Mindset Wealth Management increased its NVIDIA (NVDA) stake by 25% in Q2 2026, buying an estimated $49M and bringing the position to 1,184,129 shares worth $237M. The position accounts for 45.64% of the portfolio, ranked #1.

Mindset Wealth Management first reported a position in NVDA in Q3 2024 and has held it in 8 quarters since. 5,932 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Mindset Wealth Management held 1,184,129 shares of NVIDIA worth $237M as of Q2 2026.
  • Mindset Wealth Management bought 238,146 NVIDIA shares in Q2 2026, an estimated $49M.
  • NVIDIA made up 45.64% of Mindset Wealth Management's portfolio in Q2 2026, its #1 holding.
  • Mindset Wealth Management first reported a position in NVIDIA in Q3 2024 and has held it in 8 quarters since.
  • 5,932 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Mindset Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.