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NewEdge Wealth’s NVIDIA NVDA Stock Holding History

NewEdge 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 		$319M Buy
1,595,829
+223,602
+16% +$46M 3.19% 3
2026
Q1 		$239M Sell
1,372,227
-118,645
-8% -$21.8M 2.85% 4
2025
Q4 		$278M Buy
1,490,872
+321,057
+27% +$59.8M 3.14% 4
2025
Q3 		$228M Buy
1,169,815
+42,932
+4% +$7.48M 3.27% 3
2025
Q2 		$204M Buy
1,126,883
+1,863
+0.2% +$234K 3.19% 3
2025
Q1 		$122M Buy
1,125,020
+452,627
+67% +$57.4M 2.21% 3
2024
Q4 		$90.3M Buy
672,393
+76,394
+13% +$10.5M 1.57% 9
2024
Q3 		$72.4M Buy
595,999
+414,602
+229% +$49M 1.31% 8
2024
Q2 		$22.4M Sell
181,397
-68,793
-27% -$6.96M 0.49% 54
2024
Q1 		$21.5M Buy
250,190
+59,490
+31% +$4.31M 0.48% 54
2023
Q4 		$9.44M Buy
190,700
+1,340
+0.7% +$62.1K 0.24% 103
2023
Q3 		$8.24M Sell
189,360
-8,650
-4% -$388K 0.26% 101
2023
Q2 		$8.38M Sell
198,010
-16,640
-8% -$552K 0.28% 97
2023
Q1 		$5.96M Buy
214,650
+28,590
+15% +$619K 0.23% 105
2022
Q4 		$2.72M Sell
186,060
-49,520
-21% -$726K 0.12% 162
2022
Q3 		$2.86M Sell
235,580
-12,080
-5% -$191K 0.14% 144
2022
Q2 		$3.75M Buy
247,660
+113,680
+85% +$2.15M 0.17% 124
2022
Q1 		$3.66M Buy
133,980
+46,260
+53% +$1.16M 0.16% 124
2021
Q4 		$2.58M Buy
87,720
+13,370
+18% +$368K 0.11% 143
2021
Q3 		$1.54M Buy
74,350
+31,990
+76% +$664K 0.09% 148
2021
Q2 		$847K Buy
42,360
+22,720
+116% +$364K 0.06% 184
2021
Q1 		$262K Buy
+19,640
New +$264K 0.03% 263

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

NewEdge Wealth's NVDA Position: Q2 2026 in Review

NewEdge Wealth increased its NVIDIA (NVDA) stake by 16% in Q2 2026, buying an estimated $46M and bringing the position to 1,595,829 shares worth $319M. The position accounts for 3.19% of the portfolio, ranked #3.

NewEdge Wealth first reported a position in NVDA in Q1 2021 and has held it in 22 quarters since. 5,962 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • NewEdge Wealth held 1,595,829 shares of NVIDIA worth $319M as of Q2 2026.
  • NewEdge Wealth bought 223,602 NVIDIA shares in Q2 2026, an estimated $46M.
  • NVIDIA made up 3.19% of NewEdge Wealth's portfolio in Q2 2026, its #3 holding.
  • NewEdge Wealth first reported a position in NVIDIA in Q1 2021 and has held it in 22 quarters since.
  • 5,962 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.