MWM
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Modern Wealth Management’s NVIDIA NVDA Stock Holding History

Modern 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 		$59.4M Buy
296,826
+71,791
+32% +$14.8M 0.71% 31
2026
Q1 		$39.5M Buy
225,035
+36,658
+19% +$6.73M 0.68% 34
2025
Q4 		$35.1M Buy
188,377
+10,416
+6% +$1.94M 0.64% 40
2025
Q3 		$33.2M Buy
177,961
+12,241
+7% +$2.13M 0.66% 40
2025
Q2 		$26.2M Buy
165,720
+13,322
+9% +$1.68M 0.64% 35
2025
Q1 		$16.5M Buy
152,398
+42,131
+38% +$5.34M 0.53% 45
2024
Q4 		$14.8M Buy
110,267
+49,442
+81% +$6.81M 0.55% 44
2024
Q3 		$7.39M Buy
60,825
+4,613
+8% +$545K 0.45% 43
2024
Q2 		$6.94M Buy
56,212
+14,522
+35% +$1.47M 0.51% 36
2024
Q1 		$3.77M Buy
41,690
+19,470
+88% +$1.41M 0.35% 42
2023
Q4 		$1.1M Buy
+22,220
New +$1.03M 0.14% 57

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

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

Modern Wealth Management increased its NVIDIA (NVDA) stake by 32% in Q2 2026, buying an estimated $14.8M and bringing the position to 296,826 shares worth $59.4M. The position accounts for 0.71% of the portfolio, ranked #31.

Modern Wealth Management first reported a position in NVDA in Q4 2023 and has held it in 11 quarters since. 5,962 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Modern Wealth Management held 296,826 shares of NVIDIA worth $59.4M as of Q2 2026.
  • Modern Wealth Management bought 71,791 NVIDIA shares in Q2 2026, an estimated $14.8M.
  • NVIDIA made up 0.71% of Modern Wealth Management's portfolio in Q2 2026, its #31 holding.
  • Modern Wealth Management first reported a position in NVIDIA in Q4 2023 and has held it in 11 quarters since.
  • 5,962 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.