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Shakespeare Wealth Management’s NVIDIA NVDA Stock Holding History

Shakespeare 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 		$1.51M Sell
7,561
-73
-1% -$15K 0.4% 24
2026
Q1 		$1.33M Buy
7,634
+1,098
+17% +$201K 0.32% 35
2025
Q4 		$1.22M Sell
6,536
-836
-11% -$156K 0.27% 37
2025
Q3 		$1.38M Buy
7,372
+313
+4% +$54.6K 0.31% 34
2025
Q2 		$1.12M Buy
7,059
+361
+5% +$45.4K 0.3% 36
2025
Q1 		$726K Sell
6,698
-7
-0.1% -$887 0.19% 48
2024
Q4 		$900K Buy
6,705
+230
+4% +$31.7K 0.24% 43
2024
Q3 		$786K Sell
6,475
-3,221
-33% -$380K 0.21% 46
2024
Q2 		$1.2M Buy
9,696
+126
+1% +$12.7K 0.35% 33
2024
Q1 		$865K Sell
9,570
-2,280
-19% -$165K 0.25% 38
2023
Q4 		$587K Buy
11,850
+2,000
+20% +$92.7K 0.18% 50
2023
Q3 		$428K Sell
9,850
-2,400
-20% -$108K 0.15% 57
2023
Q2 		$518K Buy
12,250
+3,540
+41% +$118K 0.18% 53
2023
Q1 		$242K Buy
+8,710
New +$189K 0.09% 66
2022
Q2 		– Sell
-9,090
Closed -$249K – 75
2022
Q1 		$249K Buy
+9,090
New +$228K 0.09% 67

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

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

Shakespeare Wealth Management reduced its NVIDIA (NVDA) stake by 0.96% in Q2 2026, selling an estimated $15K and leaving 7,561 shares worth $1.51M. The position accounts for 0.4% of the portfolio, ranked #24.

Shakespeare Wealth Management first reported a position in NVDA in Q1 2022 and has held it in 15 quarters since. 5,955 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Shakespeare Wealth Management held 7,561 shares of NVIDIA worth $1.51M as of Q2 2026.
  • Shakespeare Wealth Management sold 73 NVIDIA shares in Q2 2026, an estimated $15K.
  • NVIDIA made up 0.4% of Shakespeare Wealth Management's portfolio in Q2 2026, its #24 holding.
  • Shakespeare Wealth Management first reported a position in NVIDIA in Q1 2022 and has held it in 15 quarters since.
  • 5,955 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Shakespeare Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.