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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Hold	–	–	–	158
2026 Q1	–	Hold	–	-$373K	–	230
2025 Q4	–	Hold	–	–	–	154
2025 Q3	–	Hold	–	–	–	160

Other funds holding NVDA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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. 5,962 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.
5,962 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.