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Perfromance Wealth Partners’s NVIDIA NVDA Stock Holding History

Perfromance 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 		$285M Buy
1,425,507
+12,768
+0.9% +$2.63M 7.08% 4
2026
Q1 		$246M Buy
1,412,739
+1,570
+0.1% +$288K 7.15% 3
2025
Q4 		$263M Sell
1,411,169
-3,747
-0.3% -$697K 7.13% 3
2025
Q3 		$264M Buy
1,414,916
+33,168
+2% +$5.78M 7.37% 3
2025
Q2 		$218M Buy
1,381,748
+31,407
+2% +$3.95M 6.98% 5
2025
Q1 		$146M Buy
1,350,341
+36,468
+3% +$4.62M 5.23% 5
2024
Q4 		$176M Buy
1,313,873
+7,560
+0.6% +$1.04M 5.67% 5
2024
Q3 		$159M Buy
1,306,313
+33,953
+3% +$4.01M 5.46% 5
2024
Q2 		$157M Buy
1,272,360
+183,060
+17% +$18.5M 5.79% 5
2024
Q1 		$98.4M Buy
1,089,300
+992,500
+1,025% +$71.9M 4.13% 7
2023
Q4 		$4.79M Buy
96,800
+29,550
+44% +$1.37M 0.21% 36
2023
Q3 		$2.93M Buy
67,250
+16,060
+31% +$720K 0.14% 52
2023
Q2 		$2.17M Buy
51,190
+41,270
+416% +$1.37M 0.1% 60
2023
Q1 		$276K Buy
+9,920
New +$215K 0.01% 148
2022
Q4 		– Sell
-984,220
Closed -$11.9M – 172
2022
Q3 		$11.9M Sell
984,220
-964,640
-49% -$15.3M 0.69% 18
2022
Q2 		$29.5M Sell
1,948,860
-20,530
-1% -$387K 1.66% 11
2022
Q1 		$53.7M Sell
1,969,390
-80,000
-4% -$2.01M 2.34% 7
2021
Q4 		$60.3M Buy
+2,049,390
New +$56.4M 2.43% 7

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

Perfromance Wealth Partners's NVDA Position: Q2 2026 in Review

Perfromance Wealth Partners increased its NVIDIA (NVDA) stake by 0.9% in Q2 2026, buying an estimated $2.63M and bringing the position to 1,425,507 shares worth $285M. The position accounts for 7.08% of the portfolio, ranked #4.

Perfromance Wealth Partners first reported a position in NVDA in Q4 2021 and has held it in 18 quarters since. 5,979 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Perfromance Wealth Partners held 1,425,507 shares of NVIDIA worth $285M as of Q2 2026.
  • Perfromance Wealth Partners bought 12,768 NVIDIA shares in Q2 2026, an estimated $2.63M.
  • NVIDIA made up 7.08% of Perfromance Wealth Partners's portfolio in Q2 2026, its #4 holding.
  • Perfromance Wealth Partners first reported a position in NVIDIA in Q4 2021 and has held it in 18 quarters since.
  • 5,979 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Perfromance Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.