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Mowery & Schoenfeld Wealth Management’s NVIDIA NVDA Stock Holding History

Mowery & Schoenfeld 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 		$3.8M Buy
18,984
+60
+0.3% +$12.3K 5.18% 5
2026
Q1 		$3.3M Sell
18,924
-5,979
-24% -$1.1M 5.04% 5
2025
Q4 		$4.64M Buy
24,903
+5,979
+32% +$1.11M 6.73% 2
2025
Q3 		$3.53M Sell
18,924
-368
-2% -$64.1K 6.06% 4
2025
Q2 		$3.05M Buy
19,292
+14,651
+316% +$1.84M 4.63% 6
2025
Q1 		$503K Buy
4,641
+226
+5% +$28.6K 0.99% 23
2024
Q4 		$593K Buy
4,415
+3,835
+661% +$529K 1.15% 18
2024
Q3 		$70.4K Hold
580
– – 0.11% 79
2024
Q2 		$71.7K Buy
580
+20
+4% +$2.02K 0.1% 79
2024
Q1 		$50.6K Hold
560
– – 0.1% 75
2023
Q4 		$27.7K Buy
+560
New +$26K 0.06% 89

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 $3.38T AUM 44.17% 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

Mowery & Schoenfeld Wealth Management's NVDA Position: Q2 2026 in Review

Mowery & Schoenfeld Wealth Management increased its NVIDIA (NVDA) stake by 0.32% in Q2 2026, buying an estimated $12.3K and bringing the position to 18,984 shares worth $3.8M. The position accounts for 5.18% of the portfolio, ranked #5.

Mowery & Schoenfeld Wealth Management first reported a position in NVDA in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.64M in Q4 2025. 5,991 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Mowery & Schoenfeld Wealth Management held 18,984 shares of NVIDIA worth $3.8M as of Q2 2026.
  • Mowery & Schoenfeld Wealth Management bought 60 NVIDIA shares in Q2 2026, an estimated $12.3K.
  • NVIDIA made up 5.18% of Mowery & Schoenfeld Wealth Management's portfolio in Q2 2026, its #5 holding.
  • Mowery & Schoenfeld Wealth Management first reported a position in NVIDIA in Q4 2023 and has held it in 11 quarters since.
  • Mowery & Schoenfeld Wealth Management's NVIDIA position peaked at $4.64M in Q4 2025.
  • 5,991 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.