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Pines Wealth Management’s NVIDIA NVDA Stock Holding History

Pines 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 		$12.6M Sell
63,119
-666
-1% -$137K 3.63% 3
2026
Q1 		$11.1M Sell
63,785
-1,357
-2% -$249K 3.6% 4
2025
Q4 		$12.1M Sell
65,142
-1,466
-2% -$273K 3.92% 2
2025
Q3 		$12.4M Buy
66,608
+778
+1% +$136K 4.19% 2
2025
Q2 		$10.5M Buy
65,830
+6,262
+11% +$788K 3.71% 3
2025
Q1 		$5.74M Buy
59,568
+1,702
+3% +$216K 2.65% 7
2024
Q4 		$7.86M Buy
+57,866
New +$7.98M 3.42% 4

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

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

Pines Wealth Management reduced its NVIDIA (NVDA) stake by 1% in Q2 2026, selling an estimated $137K and leaving 63,119 shares worth $12.6M. The position accounts for 3.63% of the portfolio, ranked #3.

Pines Wealth Management first reported a position in NVDA in Q4 2024 and has held it in 7 quarters since. 5,961 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Pines Wealth Management held 63,119 shares of NVIDIA worth $12.6M as of Q2 2026.
  • Pines Wealth Management sold 666 NVIDIA shares in Q2 2026, an estimated $137K.
  • NVIDIA made up 3.63% of Pines Wealth Management's portfolio in Q2 2026, its #3 holding.
  • Pines Wealth Management first reported a position in NVIDIA in Q4 2024 and has held it in 7 quarters since.
  • 5,961 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Pines Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.