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Rockline Wealth Management’s NVIDIA NVDA Stock Holding History

Rockline 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 		$79.3M Sell
396,144
-8,729
-2% -$1.79M 15.17% 1
2026
Q1 		$70.6M Sell
404,873
-10,102
-2% -$1.85M 15.35% 1
2025
Q4 		$77.4M Sell
414,975
-1,299
-0.3% -$242K 15.78% 1
2025
Q3 		$77.7M Buy
416,274
+2,591
+0.6% +$452K 16.08% 1
2025
Q2 		$65.4M Sell
413,683
-5,615
-1% -$707K 15.46% 1
2025
Q1 		$45.4M Buy
419,298
+2,140
+0.5% +$271K 12.65% 1
2024
Q4 		$56M Sell
417,158
-2,538
-0.6% -$350K 14.97% 1
2024
Q3 		$51M Buy
419,696
+6,235
+2% +$736K 14.38% 1
2024
Q2 		$51.1M Sell
413,461
-629
-0.2% -$63.6K 15.78% 1
2024
Q1 		$37.4M Buy
414,090
+25,800
+7% +$1.87M 13.08% 1
2023
Q4 		$19.2M Buy
+388,290
New +$18M 7.99% 2

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

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

Rockline Wealth Management reduced its NVIDIA (NVDA) stake by 2.2% in Q2 2026, selling an estimated $1.79M and leaving 396,144 shares worth $79.3M. The position accounts for 15.17% of the portfolio, ranked #1.

Rockline Wealth Management first reported a position in NVDA in Q4 2023 and has held it in 11 quarters since. 5,923 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Rockline Wealth Management held 396,144 shares of NVIDIA worth $79.3M as of Q2 2026.
  • Rockline Wealth Management sold 8,729 NVIDIA shares in Q2 2026, an estimated $1.79M.
  • NVIDIA made up 15.17% of Rockline Wealth Management's portfolio in Q2 2026, its #1 holding.
  • Rockline Wealth Management first reported a position in NVIDIA in Q4 2023 and has held it in 11 quarters since.
  • 5,923 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Rockline Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.