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Palumbo Wealth Management’s NVIDIA NVDA Stock Holding History

Palumbo Wealth Management’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 		$13.1M Sell
65,340
-278
-0.4% -$57.2K 2.74% 7
2026
Q1 		$11.4M Buy
65,618
+8,839
+16% +$1.62M 2.79% 8
2025
Q4 		$10.6M Buy
56,779
+855
+2% +$159K 2.61% 9
2025
Q3 		$8.98M Buy
55,924
+6,624
+13% +$1.15M 2.87% 8
2025
Q2 		$7.79M Buy
49,300
+7,736
+19% +$974K 2.41% 9
2025
Q1 		$4.5M Buy
41,564
+12,946
+45% +$1.64M 1.51% 16
2024
Q4 		$3.84M Sell
28,618
-270
-0.9% -$37.2K 1.43% 14
2024
Q3 		$3.51M Buy
28,888
+924
+3% +$109K 1.36% 18
2024
Q2 		$3.45M Sell
27,964
-6,186
-18% -$625K 1.46% 17
2024
Q1 		$3.09M Buy
34,150
+5,990
+21% +$434K 1.38% 18
2023
Q4 		$1.39M Buy
28,160
+190
+0.7% +$8.8K 0.71% 34
2023
Q3 		$1.22M Sell
27,970
-160
-0.6% -$7.17K 0.67% 36
2023
Q2 		$1.19M Buy
28,130
+650
+2% +$21.6K 0.73% 28
2023
Q1 		$763K Buy
27,480
+6,520
+31% +$141K 0.51% 47
2022
Q4 		$306K Hold
20,960
– – 0.24% 68
2022
Q3 		$254K Buy
20,960
+10
+0% +$158 0.22% 69
2022
Q2 		$318K Sell
20,950
-380
-2% -$7.17K 0.25% 66
2022
Q1 		$582K Sell
21,330
-81,040
-79% -$2.03M 0.37% 57
2021
Q4 		$3.01M Buy
102,370
+780
+0.8% +$21.5K 1.89% 12
2021
Q3 		$2.1M Sell
101,590
-18,010
-15% -$374K 1.39% 12
2021
Q2 		$2.39M Buy
119,600
+33,240
+38% +$533K 1.61% 12
2021
Q1 		$1.15M Sell
86,360
-240
-0.3% -$3.23K 0.87% 20
2020
Q4 		$1.13M Buy
+86,600
New +$1.16M 0.91% 16

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

Palumbo Wealth Management's NVDA Position: Q2 2026 in Review

Palumbo Wealth Management reduced its NVIDIA (NVDA) stake by 0.42% in Q2 2026, selling an estimated $57.2K and leaving 65,340 shares worth $13.1M. The position accounts for 2.74% of the portfolio, ranked #7.

Palumbo Wealth Management first reported a position in NVDA in Q4 2020 and has held it in 23 quarters since. 5,951 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Palumbo Wealth Management held 65,340 shares of NVIDIA worth $13.1M as of Q2 2026.
  • Palumbo Wealth Management sold 278 NVIDIA shares in Q2 2026, an estimated $57.2K.
  • NVIDIA made up 2.74% of Palumbo Wealth Management's portfolio in Q2 2026, its #7 holding.
  • Palumbo Wealth Management first reported a position in NVIDIA in Q4 2020 and has held it in 23 quarters since.
  • 5,951 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Palumbo Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.