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	–	Sell	-83,800	Closed	-$17.2M	–	63
2026 Q1	$14.6M	Buy	83,800 +2,000	+2%	+$367K	0.3%	54
2025 Q4	$15.3M	Buy	81,800 +800	+1%	+$149K	0.3%	52
2025 Q3	$15.1M	Buy	+81,000	New	+$14.1M	0.3%	52
2025 Q2	–	Hold	0	–	–	–	58
2025 Q1	–	Hold	0	–	–	–	48
2024 Q4	–	Hold	0	–	–	–	34
2024 Q3	–	Hold	0	–	–	–	36
2024 Q2	–	Hold	0	–	–	–	37
2024 Q1	–	Hold	0	–	–	–	126
2023 Q4	–	Hold	0	–	–	–	376
2023 Q3	–	Hold	0	–	–	–	82
2023 Q2	–	Hold	0	–	–	–	190

Other funds holding NVDA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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.