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Mittelman Wealth Management’s NVIDIA NVDA Stock Holding History

Mittelman 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 		$791K Sell
1,353
-2,928
-68% -$602K 0.52% 27
2026
Q1 		$747K Buy
+4,281
New +$785K 0.47% 28
2025
Q4 		– Sell
-3,218
Closed -$600K – 48
2025
Q3 		$600K Sell
3,218
-406
-11% -$70.8K 0.39% 27
2025
Q2 		$573K Buy
3,624
+316
+10% +$39.8K 0.48% 23
2025
Q1 		$359K Sell
3,308
-1,133
-26% -$144K 0.32% 27
2024
Q4 		$596K Sell
4,441
-1,000
-18% -$138K 0.55% 18
2024
Q3 		$661K Hold
5,441
– – 0.38% 16
2024
Q2 		$672K Buy
5,441
+1
+0% +$101 0.44% 46
2024
Q1 		$492K Buy
+5,440
New +$394K 0.33% 46

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

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

Mittelman Wealth Management reduced its NVIDIA (NVDA) stake by 68% in Q2 2026, selling an estimated $602K and leaving 1,353 shares worth $791K. The position accounts for 0.52% of the portfolio, ranked #27.

Mittelman Wealth Management first reported a position in NVDA in Q1 2024 and has held it in 9 quarters since. 5,962 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Mittelman Wealth Management held 1,353 shares of NVIDIA worth $791K as of Q2 2026.
  • Mittelman Wealth Management sold 2,928 NVIDIA shares in Q2 2026, an estimated $602K.
  • NVIDIA made up 0.52% of Mittelman Wealth Management's portfolio in Q2 2026, its #27 holding.
  • Mittelman Wealth Management first reported a position in NVIDIA in Q1 2024 and has held it in 9 quarters since.
  • 5,962 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Mittelman Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.