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Semus Wealth Partners’s NVIDIA NVDA Stock Holding History

Semus Wealth Partners’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 		$8.45M Sell
42,224
-639
-1% -$131K 4.08% 3
2026
Q1 		$7.48M Sell
42,863
-1,062
-2% -$195K 4.18% 2
2025
Q4 		$8.19M Sell
43,925
-1,785
-4% -$332K 4.41% 2
2025
Q3 		$8.53M Sell
45,710
-1,720
-4% -$300K 4.83% 2
2025
Q2 		$7.49M Sell
47,430
-4,333
-8% -$545K 4.86% 2
2025
Q1 		$5.61M Sell
51,763
-3,861
-7% -$489K 3.91% 2
2024
Q4 		$7.47M Buy
55,624
+28
+0.1% +$3.86K 4.95% 2
2024
Q3 		$6.75M Sell
55,596
-1,527
-3% -$180K 4.72% 2
2024
Q2 		$7.06M Buy
57,123
+2,833
+5% +$286K 5.45% 2
2024
Q1 		$4.91M Sell
54,290
-650
-1% -$47.1K 4.13% 3
2023
Q4 		$2.72M Buy
54,940
+9,220
+20% +$427K 2.23% 8
2023
Q3 		$1.99M Buy
45,720
+7,600
+20% +$341K 1.85% 12
2023
Q2 		$1.61M Buy
38,120
+1,920
+5% +$63.7K 1.48% 12
2023
Q1 		$1.01M Sell
36,200
-6,840
-16% -$148K 1.08% 15
2022
Q4 		$629K Buy
+43,040
New +$631K 0.76% 32

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

Semus Wealth Partners's NVDA Position: Q2 2026 in Review

Semus Wealth Partners reduced its NVIDIA (NVDA) stake by 1.5% in Q2 2026, selling an estimated $131K and leaving 42,224 shares worth $8.45M. The position accounts for 4.08% of the portfolio, ranked #3.

Semus Wealth Partners first reported a position in NVDA in Q4 2022 and has held it in 15 quarters since. The position peaked at $8.53M in Q3 2025. 5,974 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Semus Wealth Partners held 42,224 shares of NVIDIA worth $8.45M as of Q2 2026.
  • Semus Wealth Partners sold 639 NVIDIA shares in Q2 2026, an estimated $131K.
  • NVIDIA made up 4.08% of Semus Wealth Partners's portfolio in Q2 2026, its #3 holding.
  • Semus Wealth Partners first reported a position in NVIDIA in Q4 2022 and has held it in 15 quarters since.
  • Semus Wealth Partners's NVIDIA position peaked at $8.53M in Q3 2025.
  • 5,974 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Semus Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.