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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Hold	–	–	–	176
2026 Q1	–	Hold	–	-$898K	–	282
2025 Q4	–	Hold	–	–	–	164

Other funds holding NVDA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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.