Schrum Private Wealth Management’s NVIDIA NVDA Stock Holding History

Schrum Private 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	$677K	Sell	5,477 -131	-2%	-$26.9K	0.7%	45
2026 Q1	$978K	Buy	5,608 +600	+12%	+$110K	0.75%	38
2025 Q4	$934K	Sell	5,008 -674	-12%	-$125K	0.69%	42
2025 Q3	$1.06M	Buy	5,682 +10	+0.2%	+$1.74K	0.78%	34
2025 Q2	$896K	Sell	5,672 -30	-0.5%	-$3.77K	0.72%	38
2025 Q1	$618K	Buy	5,702 +1,180	+26%	+$150K	0.54%	53
2024 Q4	$607K	Sell	4,522 -5,822	-56%	-$802K	0.51%	54
2024 Q3	$1.26M	Buy	10,344 +4,872	+89%	+$575K	0.65%	41
2024 Q2	$676K	Buy	5,472 +22	+0.4%	+$2.22K	0.61%	46
2024 Q1	$493K	Hold	5,450	–	–	0.45%	58
2023 Q4	$270K	Hold	5,450	–	–	0.38%	68
2023 Q3	$237K	Hold	5,450	–	–	0.27%	97
2023 Q2	$231K	Buy	+5,450	New	+$181K	0.25%	99

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 $3.37T AUM 44.26% 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

Schrum Private Wealth Management's NVDA Position: Q2 2026 in Review

Schrum Private Wealth Management reduced its NVIDIA (NVDA) stake by 2.3% in Q2 2026, selling an estimated $26.9K and leaving 5,477 shares worth $677K. The position accounts for 0.7% of the portfolio, ranked #45.

Schrum Private Wealth Management first reported a position in NVDA in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.26M in Q3 2024. 5,962 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

Schrum Private Wealth Management held 5,477 shares of NVIDIA worth $677K as of Q2 2026.
Schrum Private Wealth Management sold 131 NVIDIA shares in Q2 2026, an estimated $26.9K.
NVIDIA made up 0.7% of Schrum Private Wealth Management's portfolio in Q2 2026, its #45 holding.
Schrum Private Wealth Management first reported a position in NVIDIA in Q2 2023 and has held it in 13 quarters since.
Schrum Private Wealth Management's NVIDIA position peaked at $1.26M in Q3 2024.
5,962 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Schrum Private Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.