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Momentum Wealth Planning’s NVIDIA NVDA Stock Holding History

Momentum Wealth Planning’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 		$2.16M Sell
10,773
-399
-4% -$82K 1.58% 14
2026
Q1 		$1.95M Sell
11,172
-5,736
-34% -$1.05M 1.73% 15
2025
Q4 		$3.15M Sell
16,908
-336
-2% -$62.5K 2.46% 10
2025
Q3 		$3.22M Sell
17,244
-578
-3% -$101K 2.5% 9
2025
Q2 		$2.82M Buy
+17,822
New +$2.24M 2.4% 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

Momentum Wealth Planning's NVDA Position: Q2 2026 in Review

Momentum Wealth Planning reduced its NVIDIA (NVDA) stake by 3.6% in Q2 2026, selling an estimated $82K and leaving 10,773 shares worth $2.16M. The position accounts for 1.58% of the portfolio, ranked #14.

Momentum Wealth Planning first reported a position in NVDA in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.22M in Q3 2025. 5,943 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Momentum Wealth Planning held 10,773 shares of NVIDIA worth $2.16M as of Q2 2026.
  • Momentum Wealth Planning sold 399 NVIDIA shares in Q2 2026, an estimated $82K.
  • NVIDIA made up 1.58% of Momentum Wealth Planning's portfolio in Q2 2026, its #14 holding.
  • Momentum Wealth Planning first reported a position in NVIDIA in Q2 2025 and has held it in 5 quarters since.
  • Momentum Wealth Planning's NVIDIA position peaked at $3.22M in Q3 2025.
  • 5,943 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Momentum Wealth Planning's 13F filing for Q2 2026, filed 5 Aug 2026.