Ruedi Wealth Management’s NVIDIA NVDA Stock Holding History

Ruedi 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	$249K	Buy	+1,243	New	+$256K	0.06%	58
2026 Q1	–	Sell	-1,105	Closed	-$206K	–	60
2025 Q4	$206K	Buy	+1,105	New	+$206K	0.05%	57
2025 Q2	–	Sell	-890	Closed	-$96.5K	–	240
2025 Q1	$96.5K	Hold	890	–	–	0.03%	69
2024 Q4	$120K	Hold	890	–	–	0.04%	61
2024 Q3	$108K	Sell	890 -410	-32%	-$48.4K	0.04%	66
2024 Q2	$161K	Buy	1,300 +820	+171%	+$82.9K	0.06%	52
2024 Q1	$43.4K	Hold	480	–	–	0.02%	89
2023 Q4	$23.8K	Hold	480	–	–	0.01%	107
2023 Q3	$20.9K	Hold	480	–	–	0.01%	109
2023 Q2	$20.3K	Hold	480	–	–	0.01%	112
2023 Q1	$13.3K	Hold	480	–	–	0.01%	140
2022 Q4	$7.01K	Buy	+480	New	+$7.04K	﹤0.01%	160

Other funds holding NVDA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Ruedi Wealth Management opened a new position in NVIDIA (NVDA) in Q2 2026: 1,243 shares worth $249K. The stake represents 0.06% of the portfolio and ranks #58 among its holdings. This is a return to the name: Ruedi Wealth Management previously reported a position in NVDA as recently as Q4 2025.

Ruedi Wealth Management first reported a position in NVDA in Q4 2022 and has held it in 12 quarters since. 5,991 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

Ruedi Wealth Management held 1,243 shares of NVIDIA worth $249K as of Q2 2026.
NVIDIA was a new Ruedi Wealth Management position in Q2 2026.
NVIDIA made up 0.06% of Ruedi Wealth Management's portfolio in Q2 2026, its #58 holding.
Ruedi Wealth Management first reported a position in NVIDIA in Q4 2022 and has held it in 12 quarters since.
5,991 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Ruedi Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.