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Modera Wealth Management’s NVIDIA NVDA Stock Holding History

Modera 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
-108,737
Closed -$22.4M – 665
2026
Q1 		$19M Sell
108,737
-2,456
-2% -$451K 0.23% 79
2025
Q4 		$20.7M Sell
111,193
-13,023
-10% -$2.42M 0.24% 76
2025
Q3 		$23.2M Sell
124,216
-1,833
-1% -$320K 0.27% 74
2025
Q2 		$19.9M Buy
126,049
+1,060
+0.8% +$133K 0.25% 81
2025
Q1 		$13.5M Sell
124,989
-8,460
-6% -$1.07M 0.18% 105
2024
Q4 		$17.9M Buy
133,449
+6,520
+5% +$899K 0.22% 86
2024
Q3 		$15.4M Buy
126,929
+11,581
+10% +$1.37M 0.2% 92
2024
Q2 		$14.3M Buy
115,348
+7,268
+7% +$735K 0.21% 88
2024
Q1 		$9.77M Buy
108,080
+1,590
+1% +$115K 0.15% 115
2023
Q4 		$5.27M Sell
106,490
-20
-0% -$927 0.09% 150
2023
Q3 		$4.63M Buy
106,510
+2,120
+2% +$95K 0.09% 151
2023
Q2 		$4.42M Buy
104,390
+69,280
+197% +$2.3M 0.08% 166
2023
Q1 		$975K Buy
35,110
+10,430
+42% +$226K 0.04% 158
2022
Q4 		$361K Buy
24,680
+6,620
+37% +$97.1K 0.01% 253
2022
Q3 		$219K Sell
18,060
-1,270
-7% -$20.1K 0.01% 290
2022
Q2 		$293K Sell
19,330
-880
-4% -$16.6K 0.01% 260
2022
Q1 		$551K Sell
20,210
-35,350
-64% -$887K 0.02% 196
2021
Q4 		$1.63M Buy
55,560
+39,480
+246% +$1.09M 0.06% 127
2021
Q3 		$333K Buy
16,080
+4,440
+38% +$92.2K 0.02% 192
2021
Q2 		$233K Buy
+11,640
New +$187K 0.01% 212

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

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

Modera Wealth Management sold out of NVIDIA (NVDA) in Q2 2026, closing a stake of 108,737 shares — an estimated $22.4M sold.

Modera Wealth Management first reported a position in NVDA in Q2 2021 and held it in 20 quarters. The position peaked at $23.2M in Q3 2025. 5,962 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Modera Wealth Management reported no remaining NVIDIA position as of Q2 2026 after selling out during the quarter.
  • Modera Wealth Management sold 108,737 NVIDIA shares in Q2 2026, an estimated $22.4M.
  • Modera Wealth Management first reported a position in NVIDIA in Q2 2021 and held it in 20 quarters.
  • Modera Wealth Management's NVIDIA position peaked at $23.2M in Q3 2025.
  • 5,962 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.