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Refined Wealth Management’s NVIDIA NVDA Stock Holding History

Refined 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 		$966K Sell
4,828
-20
-0.4% -$4.11K 0.58% 23
2026
Q1 		$845K Sell
4,848
-1,962
-29% -$360K 0.53% 24
2025
Q4 		$1.27M Buy
6,810
+1,925
+39% +$358K 0.85% 18
2025
Q3 		$911K Buy
4,885
+15
+0.3% +$2.62K 0.59% 20
2025
Q2 		$769K Sell
4,870
-65
-1% -$8.18K 0.53% 20
2025
Q1 		$535K Sell
4,935
-127
-3% -$16.1K 0.44% 22
2024
Q4 		$680K Hold
5,062
– – 0.52% 20
2024
Q3 		$615K Sell
5,062
-560
-10% -$66.1K 0.47% 20
2024
Q2 		$695K Sell
5,622
-998
-15% -$101K 0.54% 20
2024
Q1 		$598K Hold
6,620
– – 0.42% 22
2023
Q4 		$328K Hold
6,620
– – 0.26% 22
2023
Q3 		$288K Sell
6,620
-240
-3% -$10.8K 0.26% 22
2023
Q2 		$290K Buy
+6,860
New +$228K 0.24% 22
2022
Q2 		– Sell
-8,240
Closed -$225K – 27
2022
Q1 		$225K Buy
+8,240
New +$207K 0.19% 23

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

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

Refined Wealth Management reduced its NVIDIA (NVDA) stake by 0.41% in Q2 2026, selling an estimated $4.11K and leaving 4,828 shares worth $966K. The position accounts for 0.58% of the portfolio, ranked #23.

Refined Wealth Management first reported a position in NVDA in Q1 2022 and has held it in 14 quarters since. The position peaked at $1.27M in Q4 2025. 5,962 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Refined Wealth Management held 4,828 shares of NVIDIA worth $966K as of Q2 2026.
  • Refined Wealth Management sold 20 NVIDIA shares in Q2 2026, an estimated $4.11K.
  • NVIDIA made up 0.58% of Refined Wealth Management's portfolio in Q2 2026, its #23 holding.
  • Refined Wealth Management first reported a position in NVIDIA in Q1 2022 and has held it in 14 quarters since.
  • Refined Wealth Management's NVIDIA position peaked at $1.27M in Q4 2025.
  • 5,962 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Refined Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.