Private Wealth Management Group’s NVIDIA NVDA Stock Holding History

Private Wealth Management Group’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	$2.58M	Buy	12,892 +6,485	+101%	+$1.33M	0.6%	27
2026 Q1	$1.12M	Sell	6,407 -539	-8%	-$98.9K	0.29%	37
2025 Q4	$1.3M	Sell	6,946 -240	-3%	-$44.7K	0.35%	34
2025 Q3	$1.34M	Buy	7,186 +86	+1%	+$15K	0.37%	32
2025 Q2	$1.12M	Sell	7,100 -43	-0.6%	-$5.41K	0.37%	34
2025 Q1	$774K	Buy	7,143 +380	+6%	+$48.2K	0.29%	42
2024 Q4	$908K	Buy	6,763 +966	+17%	+$133K	0.35%	38
2024 Q3	$704K	Buy	5,797 +153	+3%	+$18.1K	0.28%	40
2024 Q2	$697K	Buy	5,644 +364	+7%	+$36.8K	0.3%	39
2024 Q1	$477K	Buy	5,280 +1,010	+24%	+$73.2K	0.22%	42
2023 Q4	$211K	Buy	+4,270	New	+$198K	0.1%	60

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 $3.38T AUM 44.17% 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

Private Wealth Management Group's NVDA Position: Q2 2026 in Review

Private Wealth Management Group increased its NVIDIA (NVDA) stake by 101% in Q2 2026, buying an estimated $1.33M and bringing the position to 12,892 shares worth $2.58M. The position accounts for 0.6% of the portfolio, ranked #27.

Private Wealth Management Group first reported a position in NVDA in Q4 2023 and has held it in 11 quarters since. 5,991 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

Private Wealth Management Group held 12,892 shares of NVIDIA worth $2.58M as of Q2 2026.
Private Wealth Management Group bought 6,485 NVIDIA shares in Q2 2026, an estimated $1.33M.
NVIDIA made up 0.6% of Private Wealth Management Group's portfolio in Q2 2026, its #27 holding.
Private Wealth Management Group first reported a position in NVIDIA in Q4 2023 and has held it in 11 quarters since.
5,991 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.