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Oak Harbor Wealth Partners’s NVIDIA NVDA Stock Holding History

Oak Harbor Wealth Partners’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 		$1.3M Sell
6,514
-5,465
-46% -$1.12M 0.49% 58
2026
Q1 		$2.09M Sell
11,979
-345
-3% -$63.3K 0.49% 50
2025
Q4 		$2.3M Sell
12,324
-65
-0.5% -$12.1K 0.55% 42
2025
Q3 		$2.31M Buy
12,389
+485
+4% +$84.5K 0.57% 42
2025
Q2 		$1.88M Buy
11,904
+1,745
+17% +$220K 0.51% 50
2025
Q1 		$1.1M Buy
10,159
+3,181
+46% +$403K 0.31% 74
2024
Q4 		$937K Sell
6,978
-1,163
-14% -$160K 0.27% 79
2024
Q3 		$989K Sell
8,141
-1,069
-12% -$126K 0.28% 87
2024
Q2 		$1.14M Sell
9,210
-1,300
-12% -$131K 0.36% 71
2024
Q1 		$950K Buy
10,510
+720
+7% +$52.2K 0.3% 76
2023
Q4 		$485K Buy
9,790
+2,020
+26% +$93.6K 0.16% 111
2023
Q3 		$338K Sell
7,770
-4,590
-37% -$206K 0.12% 127
2023
Q2 		$523K Sell
12,360
-2,520
-17% -$83.7K 0.18% 108
2023
Q1 		$413K Buy
+14,880
New +$322K 0.15% 123

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

Oak Harbor Wealth Partners's NVDA Position: Q2 2026 in Review

Oak Harbor Wealth Partners reduced its NVIDIA (NVDA) stake by 46% in Q2 2026, selling an estimated $1.12M and leaving 6,514 shares worth $1.3M. The position accounts for 0.49% of the portfolio, ranked #58.

Oak Harbor Wealth Partners first reported a position in NVDA in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.31M in Q3 2025. 5,943 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Oak Harbor Wealth Partners held 6,514 shares of NVIDIA worth $1.3M as of Q2 2026.
  • Oak Harbor Wealth Partners sold 5,465 NVIDIA shares in Q2 2026, an estimated $1.12M.
  • NVIDIA made up 0.49% of Oak Harbor Wealth Partners's portfolio in Q2 2026, its #58 holding.
  • Oak Harbor Wealth Partners first reported a position in NVIDIA in Q1 2023 and has held it in 14 quarters since.
  • Oak Harbor Wealth Partners's NVIDIA position peaked at $2.31M in Q3 2025.
  • 5,943 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Oak Harbor Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.