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One Charles Private Wealth Services’s NVIDIA NVDA Stock Holding History

One Charles Private Wealth Services’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 		$4.59M Buy
22,960
+776
+3% +$160K 1.06% 22
2026
Q1 		$3.87M Buy
22,184
+341
+2% +$62.6K 0.97% 20
2025
Q4 		$4.07M Sell
21,843
-1,916
-8% -$357K 1.05% 21
2025
Q3 		$4.43M Buy
23,759
+528
+2% +$92K 1.16% 19
2025
Q2 		$3.67M Buy
23,231
+361
+2% +$45.4K 1.03% 18
2025
Q1 		$2.48M Buy
22,870
+3,978
+21% +$504K 0.8% 21
2024
Q4 		$2.54M Buy
18,892
+721
+4% +$99.4K 0.85% 21
2024
Q3 		$2.21M Sell
18,171
-35
-0.2% -$4.13K 0.84% 21
2024
Q2 		$2.25M Buy
18,206
+116
+0.6% +$11.7K 0.94% 20
2024
Q1 		$1.63M Buy
18,090
+10
+0.1% +$725 0.71% 28
2023
Q4 		$895K Sell
18,080
-150
-0.8% -$6.95K 0.47% 46
2023
Q3 		$793K Sell
18,230
-390
-2% -$17.5K 0.46% 41
2023
Q2 		$788K Buy
18,620
+2,530
+16% +$84K 0.46% 42
2023
Q1 		$447K Sell
16,090
-20
-0.1% -$433 0.28% 68
2022
Q4 		$235K Sell
16,110
-850
-5% -$12.5K 0.15% 102
2022
Q3 		$206K Hold
16,960
– – 0.14% 113
2022
Q2 		$257K Buy
16,960
+1,120
+7% +$21.1K 0.17% 99
2022
Q1 		$432K Buy
15,840
+220
+1% +$5.52K 0.27% 70
2021
Q4 		$459K Buy
15,620
+60
+0.4% +$1.65K 0.26% 65
2021
Q3 		$322K Sell
15,560
-2,680
-15% -$55.6K 0.19% 77
2021
Q2 		$365K Buy
+18,240
New +$292K 0.24% 70
2020
Q3 		– Sell
-29,240
Closed -$326K – 68
2020
Q2 		$326K Buy
+29,240
New +$237K 0.17% 61

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

One Charles Private Wealth Services's NVDA Position: Q2 2026 in Review

One Charles Private Wealth Services increased its NVIDIA (NVDA) stake by 3.5% in Q2 2026, buying an estimated $160K and bringing the position to 22,960 shares worth $4.59M. The position accounts for 1.06% of the portfolio, ranked #22.

One Charles Private Wealth Services first reported a position in NVDA in Q2 2020 and has held it in 22 quarters since. 5,943 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • One Charles Private Wealth Services held 22,960 shares of NVIDIA worth $4.59M as of Q2 2026.
  • One Charles Private Wealth Services bought 776 NVIDIA shares in Q2 2026, an estimated $160K.
  • NVIDIA made up 1.06% of One Charles Private Wealth Services's portfolio in Q2 2026, its #22 holding.
  • One Charles Private Wealth Services first reported a position in NVIDIA in Q2 2020 and has held it in 22 quarters since.
  • 5,943 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on One Charles Private Wealth Services's 13F filing for Q2 2026, filed 15 Jul 2026.