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Momentous Wealth Management’s NVIDIA NVDA Stock Holding History

Momentous 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 		$2.08M Sell
10,388
-1,682
-14% -$346K 1.07% 10
2026
Q1 		$2.11M Buy
12,070
+713
+6% +$131K 1.2% 11
2025
Q4 		$2.12M Buy
11,357
+2,349
+26% +$437K 1.2% 12
2025
Q3 		$1.68M Sell
9,008
-2,022
-18% -$352K 1.07% 12
2025
Q2 		$1.74M Sell
11,030
-746
-6% -$93.9K 1.13% 13
2025
Q1 		$1.28M Buy
11,776
+3,274
+39% +$415K 0.9% 14
2024
Q4 		$1.14M Buy
+8,502
New +$1.17M 0.95% 13

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

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

Momentous Wealth Management reduced its NVIDIA (NVDA) stake by 14% in Q2 2026, selling an estimated $346K and leaving 10,388 shares worth $2.08M. The position accounts for 1.07% of the portfolio, ranked #10.

Momentous Wealth Management first reported a position in NVDA in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.12M in Q4 2025. 5,973 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Momentous Wealth Management held 10,388 shares of NVIDIA worth $2.08M as of Q2 2026.
  • Momentous Wealth Management sold 1,682 NVIDIA shares in Q2 2026, an estimated $346K.
  • NVIDIA made up 1.07% of Momentous Wealth Management's portfolio in Q2 2026, its #10 holding.
  • Momentous Wealth Management first reported a position in NVIDIA in Q4 2024 and has held it in 7 quarters since.
  • Momentous Wealth Management's NVIDIA position peaked at $2.12M in Q4 2025.
  • 5,973 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Momentous Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.