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Principle Wealth Partners’s NVIDIA NVDA Stock Holding History

Principle 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 		$57.2M Buy
285,774
+1,968
+0.7% +$405K 2.82% 6
2026
Q1 		$49.5M Buy
283,806
+2,653
+0.9% +$487K 2.83% 6
2025
Q4 		$52.4M Sell
281,153
-8,699
-3% -$1.62M 2.95% 7
2025
Q3 		$54.1M Sell
289,852
-4,150
-1% -$723K 3.14% 7
2025
Q2 		$46.4M Buy
294,002
+59,639
+25% +$7.51M 2.9% 8
2025
Q1 		$25.4M Buy
234,363
+57,992
+33% +$7.35M 1.82% 12
2024
Q4 		$23.7M Sell
176,371
-9,426
-5% -$1.3M 1.66% 13
2024
Q3 		$22.6M Buy
185,797
+882
+0.5% +$104K 1.6% 13
2024
Q2 		$22.8M Sell
184,915
-19,415
-10% -$1.96M 1.74% 11
2024
Q1 		$18.5M Sell
204,330
-25,970
-11% -$1.88M 1.44% 13
2023
Q4 		$11.4M Buy
230,300
+460
+0.2% +$21.3K 0.98% 22
2023
Q3 		$10M Sell
229,840
-26,300
-10% -$1.18M 1% 24
2023
Q2 		$10.8M Sell
256,140
-21,300
-8% -$707K 1.09% 21
2023
Q1 		$7.71M Sell
277,440
-4,170
-1% -$90.2K 0.82% 27
2022
Q4 		$4.12M Buy
281,610
+36,070
+15% +$529K 0.47% 55
2022
Q3 		$2.98K Buy
245,540
+42,530
+21% +$672K 0.28% 62
2022
Q2 		$3.08M Buy
203,010
+60,160
+42% +$1.14M 0.37% 66
2022
Q1 		$3.9M Buy
142,850
+35,580
+33% +$892K 0.41% 59
2021
Q4 		$3.15M Sell
107,270
-52,620
-33% -$1.45M 0.33% 67
2021
Q3 		$3.31M Buy
159,890
+5,450
+4% +$113K 0.38% 61
2021
Q2 		$3.09M Sell
154,440
-640
-0.4% -$10.3K 0.35% 65
2021
Q1 		$2.07M Buy
155,080
+38,120
+33% +$512K 0.24% 86
2020
Q4 		$1.53M Buy
+116,960
New +$1.57M 0.2% 94
2020
Q3 		– Sell
-1,520
Closed -$14K – 334
2020
Q2 		$14K Buy
+1,520
New +$12.3K ﹤0.01% 382

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

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

Principle Wealth Partners increased its NVIDIA (NVDA) stake by 0.69% in Q2 2026, buying an estimated $405K and bringing the position to 285,774 shares worth $57.2M. The position accounts for 2.82% of the portfolio, ranked #6.

Principle Wealth Partners first reported a position in NVDA in Q2 2020 and has held it in 24 quarters since. 5,933 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Principle Wealth Partners held 285,774 shares of NVIDIA worth $57.2M as of Q2 2026.
  • Principle Wealth Partners bought 1,968 NVIDIA shares in Q2 2026, an estimated $405K.
  • NVIDIA made up 2.82% of Principle Wealth Partners's portfolio in Q2 2026, its #6 holding.
  • Principle Wealth Partners first reported a position in NVIDIA in Q2 2020 and has held it in 24 quarters since.
  • 5,933 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

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