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Sendero Wealth Management’s NVIDIA NVDA Stock Holding History

Sendero 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 		$33.7M Sell
168,369
-2,960
-2% -$609K 3.35% 5
2026
Q1 		$29.9M Sell
171,329
-1,182
-0.7% -$217K 3.31% 5
2025
Q4 		$32.2M Sell
172,511
-238
-0.1% -$44.3K 3.57% 4
2025
Q3 		$32.2M Sell
172,749
-11,822
-6% -$2.06M 3.78% 4
2025
Q2 		$29.2M Buy
184,571
+4,225
+2% +$532K 3.64% 4
2025
Q1 		$19.5M Buy
180,346
+39,052
+28% +$4.95M 2.71% 8
2024
Q4 		$19M Buy
141,294
+4,969
+4% +$685K 2.83% 6
2024
Q3 		$16.6M Buy
136,325
+3,507
+3% +$414K 2.61% 7
2024
Q2 		$16.4M Sell
132,818
-34,472
-21% -$3.49M 2.76% 7
2024
Q1 		$15.1M Sell
167,290
-3,390
-2% -$246K 2.6% 7
2023
Q4 		$8.45M Buy
170,680
+4,270
+3% +$198K 1.59% 9
2023
Q3 		$7.24M Buy
166,410
+24,020
+17% +$1.08M 1.55% 10
2023
Q2 		$6.02M Buy
142,390
+47,430
+50% +$1.57M 1.32% 11
2023
Q1 		$2.64M Buy
94,960
+7,820
+9% +$169K 0.81% 26
2022
Q4 		$1.27M Buy
87,140
+21,220
+32% +$311K 0.45% 46
2022
Q3 		$800K Buy
65,920
+3,740
+6% +$59.1K 0.33% 50
2022
Q2 		$943K Buy
62,180
+8,530
+16% +$161K 0.9% 30
2022
Q1 		$1.46M Sell
53,650
-31,860
-37% -$799K 0.68% 20
2021
Q4 		$2.52M Buy
+85,510
New +$2.35M 1.12% 15

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

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

Sendero Wealth Management reduced its NVIDIA (NVDA) stake by 1.7% in Q2 2026, selling an estimated $609K and leaving 168,369 shares worth $33.7M. The position accounts for 3.35% of the portfolio, ranked #5.

Sendero Wealth Management first reported a position in NVDA in Q4 2021 and has held it in 19 quarters since. 5,961 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Sendero Wealth Management held 168,369 shares of NVIDIA worth $33.7M as of Q2 2026.
  • Sendero Wealth Management sold 2,960 NVIDIA shares in Q2 2026, an estimated $609K.
  • NVIDIA made up 3.35% of Sendero Wealth Management's portfolio in Q2 2026, its #5 holding.
  • Sendero Wealth Management first reported a position in NVIDIA in Q4 2021 and has held it in 19 quarters since.
  • 5,961 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Sendero Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.