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Redwood Wealth Management Group’s NVIDIA NVDA Stock Holding History

Redwood 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 		– Sell
-30,972
Closed -$5.4M – 80
2026
Q1 		$5.4M Sell
30,972
-1,110
-3% -$204K 2.33% 4
2025
Q4 		$5.98M Buy
32,082
+35
+0.1% +$6.51K 2.5% 4
2025
Q3 		$5.98M Buy
32,047
+169
+0.5% +$29.5K 2.54% 5
2025
Q2 		$5.04M Buy
31,878
+858
+3% +$108K 2.26% 6
2025
Q1 		$3.36M Buy
31,020
+4,090
+15% +$518K 1.71% 9
2024
Q4 		$3.62M Buy
26,930
+435
+2% +$60K 1.76% 9
2024
Q3 		$3.22M Buy
26,495
+352
+1% +$41.6K 1.6% 10
2024
Q2 		$3.23M Buy
26,143
+373
+1% +$37.7K 2.43% 7
2024
Q1 		$2.33M Sell
25,770
-1,510
-6% -$109K 2.47% 10
2023
Q4 		$1.35M Buy
27,280
+1,170
+4% +$54.2K 1.5% 19
2023
Q3 		$1.14M Buy
26,110
+850
+3% +$38.1K 1.33% 20
2023
Q2 		$1.07M Hold
25,260
– – 1.18% 20
2023
Q1 		$702K Sell
25,260
-1,000
-4% -$21.6K 0.8% 32
2022
Q4 		$384K Buy
+26,260
New +$385K 0.48% 60

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

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

Redwood Wealth Management Group sold out of NVIDIA (NVDA) in Q2 2026, closing a stake of 30,972 shares — an estimated $5.4M sold.

Redwood Wealth Management Group first reported a position in NVDA in Q4 2022 and held it in 14 quarters. The position peaked at $5.98M in Q4 2025. 5,977 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Redwood Wealth Management Group reported no remaining NVIDIA position as of Q2 2026 after selling out during the quarter.
  • Redwood Wealth Management Group sold 30,972 NVIDIA shares in Q2 2026, an estimated $5.4M.
  • Redwood Wealth Management Group first reported a position in NVIDIA in Q4 2022 and held it in 14 quarters.
  • Redwood Wealth Management Group's NVIDIA position peaked at $5.98M in Q4 2025.
  • 5,977 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Redwood Wealth Management Group's 13F filing for Q2 2026.