PWS
NVDA icon

Proactive Wealth Strategies’s NVIDIA NVDA Stock Holding History

Proactive Wealth Strategies’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 		$27.9M Buy
139,435
+6,770
+5% +$1.39M 4.48% 2
2026
Q1 		$23.1M Buy
132,665
+69,746
+111% +$12.8M 4.35% 2
2025
Q4 		$11.7M Buy
62,919
+5,578
+10% +$1.04M 4.65% 2
2025
Q3 		$10.7M Buy
57,341
+119
+0.2% +$20.7K 4.61% 2
2025
Q2 		$9.04M Buy
57,222
+2,094
+4% +$264K 4.27% 2
2025
Q1 		$5.97M Buy
55,128
+3,509
+7% +$445K 3.19% 3
2024
Q4 		$6.93M Buy
51,619
+2,002
+4% +$276K 3.61% 2
2024
Q3 		$6.03M Buy
+49,617
New +$5.86M 3.35% 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 $3.38T AUM 44.17% 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

Proactive Wealth Strategies's NVDA Position: Q2 2026 in Review

Proactive Wealth Strategies increased its NVIDIA (NVDA) stake by 5.1% in Q2 2026, buying an estimated $1.39M and bringing the position to 139,435 shares worth $27.9M. The position accounts for 4.48% of the portfolio, ranked #2.

Proactive Wealth Strategies first reported a position in NVDA in Q3 2024 and has held it in 8 quarters since. 5,986 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Proactive Wealth Strategies held 139,435 shares of NVIDIA worth $27.9M as of Q2 2026.
  • Proactive Wealth Strategies bought 6,770 NVIDIA shares in Q2 2026, an estimated $1.39M.
  • NVIDIA made up 4.48% of Proactive Wealth Strategies's portfolio in Q2 2026, its #2 holding.
  • Proactive Wealth Strategies first reported a position in NVIDIA in Q3 2024 and has held it in 8 quarters since.
  • 5,986 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Proactive Wealth Strategies's 13F filing for Q2 2026, filed 10 Aug 2026.