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Pine Harbor Wealth Management’s NVIDIA NVDA Stock Holding History

Pine Harbor 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 		$3.97M Sell
19,861
-1,061
-5% -$218K 1.06% 18
2026
Q1 		$3.65M Sell
20,922
-2,313
-10% -$424K 1.09% 18
2025
Q4 		$4.33M Sell
23,235
-1,928
-8% -$359K 1.33% 17
2025
Q3 		$4.69M Sell
25,163
-274
-1% -$47.8K 1.51% 17
2025
Q2 		$4.02M Sell
25,437
-3,505
-12% -$441K 1.41% 16
2025
Q1 		$3.14M Sell
28,942
-829
-3% -$105K 1.26% 18
2024
Q4 		$4M Sell
29,771
-398
-1% -$54.9K 1.61% 16
2024
Q3 		$3.66M Sell
30,169
-9,411
-24% -$1.11M 1.82% 15
2024
Q2 		$4.89M Buy
39,580
+480
+1% +$48.5K 2.88% 10
2024
Q1 		$3.53M Hold
39,100
– – 2.22% 12
2023
Q4 		$1.94M Buy
+39,100
New +$1.81M 1.47% 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

Pine Harbor Wealth Management's NVDA Position: Q2 2026 in Review

Pine Harbor Wealth Management reduced its NVIDIA (NVDA) stake by 5.1% in Q2 2026, selling an estimated $218K and leaving 19,861 shares worth $3.97M. The position accounts for 1.06% of the portfolio, ranked #18.

Pine Harbor Wealth Management first reported a position in NVDA in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.89M in Q2 2024. 5,962 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Pine Harbor Wealth Management held 19,861 shares of NVIDIA worth $3.97M as of Q2 2026.
  • Pine Harbor Wealth Management sold 1,061 NVIDIA shares in Q2 2026, an estimated $218K.
  • NVIDIA made up 1.06% of Pine Harbor Wealth Management's portfolio in Q2 2026, its #18 holding.
  • Pine Harbor Wealth Management first reported a position in NVIDIA in Q4 2023 and has held it in 11 quarters since.
  • Pine Harbor Wealth Management's NVIDIA position peaked at $4.89M in Q2 2024.
  • 5,962 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

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