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Navigoe Wealth Management’s NVIDIA NVDA Stock Holding History

Navigoe 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 		$409K Buy
2,045
+300
+17% +$61.7K 0.21% 31
2026
Q1 		$304K Sell
1,745
-367
-17% -$67.3K 0.18% 33
2025
Q4 		$393K Hold
2,112
– – 0.24% 32
2025
Q3 		$394K Buy
2,112
+257
+14% +$44.8K 0.25% 31
2025
Q2 		$293K Sell
1,855
-702
-27% -$88.3K 0.22% 32
2025
Q1 		$277K Sell
2,557
-4,298
-63% -$545K 0.24% 32
2024
Q4 		$920K Buy
+6,855
New +$945K 0.9% 19

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

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

Navigoe Wealth Management increased its NVIDIA (NVDA) stake by 17% in Q2 2026, buying an estimated $61.7K and bringing the position to 2,045 shares worth $409K. The position accounts for 0.21% of the portfolio, ranked #31.

Navigoe Wealth Management first reported a position in NVDA in Q4 2024 and has held it in 7 quarters since. The position peaked at $920K in Q4 2024. 5,932 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Navigoe Wealth Management held 2,045 shares of NVIDIA worth $409K as of Q2 2026.
  • Navigoe Wealth Management bought 300 NVIDIA shares in Q2 2026, an estimated $61.7K.
  • NVIDIA made up 0.21% of Navigoe Wealth Management's portfolio in Q2 2026, its #31 holding.
  • Navigoe Wealth Management first reported a position in NVIDIA in Q4 2024 and has held it in 7 quarters since.
  • Navigoe Wealth Management's NVIDIA position peaked at $920K in Q4 2024.
  • 5,932 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Navigoe Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.