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PTM Wealth Management’s NVIDIA NVDA Stock Holding History

PTM 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 		$897K Buy
4,335
+679
+19% +$140K 0.4% 19
2026
Q1 		$649K Buy
3,656
+1,746
+91% +$320K 0.34% 23
2025
Q4 		$359K Hold
1,910
– – 0.2% 39
2025
Q3 		$354K Sell
1,910
-400
-17% -$69.7K 0.21% 34
2025
Q2 		$368K Sell
2,310
-409
-15% -$51.5K 0.24% 31
2025
Q1 		$262K Buy
+2,719
New +$345K 0.28% 32

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

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

PTM Wealth Management increased its NVIDIA (NVDA) stake by 19% in Q2 2026, buying an estimated $140K and bringing the position to 4,335 shares worth $897K. The position accounts for 0.4% of the portfolio, ranked #19.

PTM Wealth Management first reported a position in NVDA in Q1 2025 and has held it in 6 quarters since. 5,974 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • PTM Wealth Management held 4,335 shares of NVIDIA worth $897K as of Q2 2026.
  • PTM Wealth Management bought 679 NVIDIA shares in Q2 2026, an estimated $140K.
  • NVIDIA made up 0.4% of PTM Wealth Management's portfolio in Q2 2026, its #19 holding.
  • PTM Wealth Management first reported a position in NVIDIA in Q1 2025 and has held it in 6 quarters since.
  • 5,974 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on PTM Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.