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Mission Wealth Management’s NVIDIA NVDA Stock Holding History

Mission 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 		– Hold
0
– – – 427
2024
Q3 		– Hold
0
– -$124K – 708
2024
Q2 		– Hold
0
– – – 637
2024
Q1 		– Hold
0
– – – 191
2023
Q4 		– Hold
0
– – – 560
2023
Q3 		– Hold
0
– – – 507
2023
Q2 		– Hold
0
– – – 535
2023
Q1 		– Hold
0
– – – 527
2022
Q4 		– Hold
0
– – – 511
2022
Q3 		– Hold
0
– – – 496
2022
Q2 		– Sell
-25,000
Closed -$472K – 501
2022
Q1 		$682K Hold
25,000
– – 0.03% 264
2021
Q4 		$735K Buy
25,000
+5,000
+25% +$138K 0.03% 236
2021
Q3 		$414K Buy
+20,000
New +$415K 0.02% 331

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

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

Mission Wealth Management increased its NVIDIA (NVDA) stake by 95% in Q2 2026, buying an estimated $163M and bringing the position to 1,633,087 shares worth $327M. The position accounts for 3.99% of the portfolio, ranked #6.

Mission Wealth Management first reported a position in NVDA in Q1 2018 and has held it in 34 quarters since. 5,962 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Mission Wealth Management held 1,633,087 shares of NVIDIA worth $327M as of Q2 2026.
  • Mission Wealth Management bought 794,900 NVIDIA shares in Q2 2026, an estimated $163M.
  • NVIDIA made up 3.99% of Mission Wealth Management's portfolio in Q2 2026, its #6 holding.
  • Mission Wealth Management first reported a position in NVIDIA in Q1 2018 and has held it in 34 quarters since.
  • 5,962 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.