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Naviter Wealth’s NVIDIA NVDA Stock Holding History

Naviter Wealth’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 		$38.4M Buy
191,813
+37,822
+25% +$7.78M 3.48% 5
2026
Q1 		$26.9M Buy
153,991
+4,981
+3% +$914K 3.35% 4
2025
Q4 		$27.8M Sell
149,010
-14,019
-9% -$2.61M 3.62% 3
2025
Q3 		$30.4M Buy
163,029
+7,181
+5% +$1.25M 3.54% 4
2025
Q2 		$24.6M Sell
155,848
-10,807
-6% -$1.36M 3.03% 4
2025
Q1 		$18.3M Sell
166,655
-2,349
-1% -$298K 2.22% 6
2024
Q4 		$22.7M Buy
169,004
+39,750
+31% +$5.48M 2.74% 5
2024
Q3 		$15.7M Buy
129,254
+16,520
+15% +$1.95M 2.19% 8
2024
Q2 		$13.9M Buy
112,734
+10,314
+10% +$1.04M 2.08% 9
2024
Q1 		$9.25M Buy
102,420
+20,660
+25% +$1.5M 1.51% 10
2023
Q4 		$4.05M Buy
81,760
+23,290
+40% +$1.08M 0.81% 29
2023
Q3 		$2.54M Sell
58,470
-3,570
-6% -$160K 0.61% 36
2023
Q2 		$2.62M Buy
62,040
+3,280
+6% +$109K 0.67% 32
2023
Q1 		$1.63M Sell
58,760
-65,430
-53% -$1.42M 0.57% 36
2022
Q4 		$2.39M Sell
124,190
-400
-0.3% -$5.87K 0.66% 28
2022
Q3 		$1.51M Buy
124,590
+23,290
+23% +$368K 0.62% 28
2022
Q2 		$1.54M Sell
101,300
-45,660
-31% -$862K 0.63% 28
2022
Q1 		$4.01M Buy
146,960
+2,890
+2% +$72.5K 1.34% 21
2021
Q4 		$4.24M Buy
+144,070
New +$3.96M 1.27% 24

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

Naviter Wealth's NVDA Position: Q2 2026 in Review

Naviter Wealth increased its NVIDIA (NVDA) stake by 25% in Q2 2026, buying an estimated $7.78M and bringing the position to 191,813 shares worth $38.4M. The position accounts for 3.48% of the portfolio, ranked #5.

Naviter Wealth first reported a position in NVDA in Q4 2021 and has held it in 19 quarters since. 5,979 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Naviter Wealth held 191,813 shares of NVIDIA worth $38.4M as of Q2 2026.
  • Naviter Wealth bought 37,822 NVIDIA shares in Q2 2026, an estimated $7.78M.
  • NVIDIA made up 3.48% of Naviter Wealth's portfolio in Q2 2026, its #5 holding.
  • Naviter Wealth first reported a position in NVIDIA in Q4 2021 and has held it in 19 quarters since.
  • 5,979 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Naviter Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.