Shared Vision Wealth Group’s NVIDIA NVDA Stock Holding History

Shared Vision Wealth 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	$618K	Sell	3,090 -298	-9%	-$61.3K	0.21%	62
2026 Q1	$591K	Sell	3,388 -193	-5%	-$35.4K	0.24%	54
2025 Q4	$668K	Sell	3,581 -409	-10%	-$76.1K	0.27%	51
2025 Q3	$719K	Buy	3,990 +80	+2%	+$13.9K	0.3%	50
2025 Q2	$696K	Sell	3,910 -1,879	-32%	-$236K	0.35%	43
2025 Q1	$627K	Sell	5,789 -50	-0.9%	-$6.34K	0.34%	42
2024 Q4	$784K	Sell	5,839 -1,622	-22%	-$224K	0.41%	35
2024 Q3	$906K	Hold	7,461	–	–	0.48%	31
2024 Q2	$922K	Buy	7,461 +2,181	+41%	+$221K	0.54%	30
2024 Q1	$477K	Sell	5,280 -150	-3%	-$10.9K	0.3%	46
2023 Q4	$269K	Buy	+5,430	New	+$252K	0.18%	59

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

Shared Vision Wealth Group's NVDA Position: Q2 2026 in Review

Shared Vision Wealth Group reduced its NVIDIA (NVDA) stake by 8.8% in Q2 2026, selling an estimated $61.3K and leaving 3,090 shares worth $618K. The position accounts for 0.21% of the portfolio, ranked #62.

Shared Vision Wealth Group first reported a position in NVDA in Q4 2023 and has held it in 11 quarters since. The position peaked at $922K in Q2 2024. 5,972 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

Shared Vision Wealth Group held 3,090 shares of NVIDIA worth $618K as of Q2 2026.
Shared Vision Wealth Group sold 298 NVIDIA shares in Q2 2026, an estimated $61.3K.
NVIDIA made up 0.21% of Shared Vision Wealth Group's portfolio in Q2 2026, its #62 holding.
Shared Vision Wealth Group first reported a position in NVIDIA in Q4 2023 and has held it in 11 quarters since.
Shared Vision Wealth Group's NVIDIA position peaked at $922K in Q2 2024.
5,972 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Shared Vision Wealth Group's 13F filing for Q2 2026, filed 31 Jul 2026.