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	$23M	Buy	+115,076	New	+$23.7M	0.25%	76

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

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.