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Sard Wealth Management Group’s NVIDIA NVDA Stock Holding History

Sard 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 		$1.47M Buy
7,369
+60
+0.8% +$12.3K 0.71% 19
2026
Q1 		$1.27M Sell
7,309
-513
-7% -$94.1K 0.69% 20
2025
Q4 		$1.46M Buy
7,822
+1,508
+24% +$281K 0.8% 18
2025
Q3 		$1.18M Buy
6,314
+119
+2% +$20.7K 0.67% 19
2025
Q2 		$979K Buy
6,195
+353
+6% +$44.4K 0.6% 20
2025
Q1 		$633K Buy
5,842
+42
+0.7% +$5.32K 0.42% 23
2024
Q4 		$779K Buy
5,800
+40
+0.7% +$5.51K 0.52% 19
2024
Q3 		$699K Sell
5,760
-680
-11% -$80.3K 0.46% 19
2024
Q2 		$796K Buy
+6,440
New +$651K 0.56% 19

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

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

Sard Wealth Management Group increased its NVIDIA (NVDA) stake by 0.82% in Q2 2026, buying an estimated $12.3K and bringing the position to 7,369 shares worth $1.47M. The position accounts for 0.71% of the portfolio, ranked #19.

Sard Wealth Management Group first reported a position in NVDA in Q2 2024 and has held it in 9 quarters since. 5,964 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Sard Wealth Management Group held 7,369 shares of NVIDIA worth $1.47M as of Q2 2026.
  • Sard Wealth Management Group bought 60 NVIDIA shares in Q2 2026, an estimated $12.3K.
  • NVIDIA made up 0.71% of Sard Wealth Management Group's portfolio in Q2 2026, its #19 holding.
  • Sard Wealth Management Group first reported a position in NVIDIA in Q2 2024 and has held it in 9 quarters since.
  • 5,964 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Sard Wealth Management Group's 13F filing for Q2 2026, filed 12 Aug 2026.