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Mosaic Family Wealth Partners’s NVIDIA NVDA Stock Holding History

Mosaic Family Wealth Partners’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 		$13M Buy
65,224
+32,104
+97% +$6.6M 0.87% 16
2026
Q1 		$5.78M Buy
33,120
+4,070
+14% +$747K 0.59% 23
2025
Q4 		$5.42M Buy
29,050
+467
+2% +$86.9K 0.59% 21
2025
Q3 		$5.2M Sell
28,583
-541
-2% -$94.3K 0.61% 21
2025
Q2 		$4.6M Sell
29,124
-8,101
-22% -$1.02M 0.59% 24
2025
Q1 		$4.03M Buy
37,225
+10,014
+37% +$1.27M 0.57% 25
2024
Q4 		$3.65M Sell
27,211
-810
-3% -$112K 0.53% 26
2024
Q3 		$3.4M Buy
28,021
+412
+1% +$48.7K 0.5% 28
2024
Q2 		$3.41M Buy
27,609
+5,709
+26% +$577K 0.55% 27
2024
Q1 		$1.98M Sell
21,900
-398,290
-95% -$28.9M 0.33% 36
2023
Q4 		$20.8M Buy
420,190
+396,850
+1,700% +$18.4M 3.59% 6
2023
Q3 		$1.02M Buy
23,340
+710
+3% +$31.8K 0.2% 54
2023
Q2 		$957K Sell
22,630
-60
-0.3% -$1.99K 0.19% 62
2023
Q1 		$630K Buy
22,690
+310
+1% +$6.71K 0.13% 92
2022
Q4 		$327K Buy
+22,380
New +$328K 0.09% 133

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

Mosaic Family Wealth Partners's NVDA Position: Q2 2026 in Review

Mosaic Family Wealth Partners increased its NVIDIA (NVDA) stake by 97% in Q2 2026, buying an estimated $6.6M and bringing the position to 65,224 shares worth $13M. The position accounts for 0.87% of the portfolio, ranked #16.

Mosaic Family Wealth Partners first reported a position in NVDA in Q4 2022 and has held it in 15 quarters since. The position peaked at $20.8M in Q4 2023. 5,951 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Mosaic Family Wealth Partners held 65,224 shares of NVIDIA worth $13M as of Q2 2026.
  • Mosaic Family Wealth Partners bought 32,104 NVIDIA shares in Q2 2026, an estimated $6.6M.
  • NVIDIA made up 0.87% of Mosaic Family Wealth Partners's portfolio in Q2 2026, its #16 holding.
  • Mosaic Family Wealth Partners first reported a position in NVIDIA in Q4 2022 and has held it in 15 quarters since.
  • Mosaic Family Wealth Partners's NVIDIA position peaked at $20.8M in Q4 2023.
  • 5,951 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.