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Nicholson Wealth Management Group’s NVIDIA NVDA Stock Holding History

Nicholson Wealth Management Group’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 		$694K Buy
3,466
+78
+2% +$16K 0.41% 79
2026
Q1 		$591K Hold
3,388
– – 0.34% 86
2025
Q4 		$632K Buy
3,388
+77
+2% +$14.3K 0.37% 83
2025
Q3 		$618K Sell
3,311
-100
-3% -$17.4K 0.36% 86
2025
Q2 		$539K Buy
3,411
+1,346
+65% +$169K 0.33% 89
2025
Q1 		$224K Buy
2,065
+315
+18% +$39.9K 0.15% 101
2024
Q4 		$235K Buy
+1,750
New +$241K 0.16% 97

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

Nicholson Wealth Management Group's NVDA Position: Q2 2026 in Review

Nicholson Wealth Management Group increased its NVIDIA (NVDA) stake by 2.3% in Q2 2026, buying an estimated $16K and bringing the position to 3,466 shares worth $694K. The position accounts for 0.41% of the portfolio, ranked #79.

Nicholson Wealth Management Group first reported a position in NVDA in Q4 2024 and has held it in 7 quarters since. 5,972 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Nicholson Wealth Management Group held 3,466 shares of NVIDIA worth $694K as of Q2 2026.
  • Nicholson Wealth Management Group bought 78 NVIDIA shares in Q2 2026, an estimated $16K.
  • NVIDIA made up 0.41% of Nicholson Wealth Management Group's portfolio in Q2 2026, its #79 holding.
  • Nicholson Wealth Management Group first reported a position in NVIDIA in Q4 2024 and has held it in 7 quarters since.
  • 5,972 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Nicholson Wealth Management Group's 13F filing for Q2 2026, filed 29 Jul 2026.