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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
2025
Q1 		– Sell
-400
Closed -$53.7K – 251
2024
Q4 		$53.7K Buy
+400
New +$55.1K 0.02% 196

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 $3.38T AUM 44.17% 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. 5,991 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.
  • 5,991 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.