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Sheets Smith Wealth Management’s NVIDIA NVDA Stock Holding History

Sheets Smith 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 		$13.8M Sell
68,779
-916
-1% -$188K 1.38% 13
2026
Q1 		$12.2M Sell
69,695
-7,898
-10% -$1.45M 1.37% 12
2025
Q4 		$14.5M Buy
77,593
+1,649
+2% +$307K 1.59% 10
2025
Q3 		$14.2M Sell
75,944
-3,059
-4% -$533K 1.6% 10
2025
Q2 		$12.5M Sell
79,003
-3,535
-4% -$445K 1.46% 13
2025
Q1 		$8.95M Sell
82,538
-86
-0.1% -$10.9K 1.11% 18
2024
Q4 		$11.1M Sell
82,624
-1,456
-2% -$201K 1.35% 13
2024
Q3 		$10.2M Sell
84,080
-5,874
-7% -$694K 1.25% 17
2024
Q2 		$11.1M Sell
89,954
-5,496
-6% -$556K 1.33% 14
2024
Q1 		$8.62M Buy
95,450
+13,270
+16% +$962K 0.97% 24
2023
Q4 		$4.07M Sell
82,180
-4,240
-5% -$196K 0.58% 46
2023
Q3 		$3.76M Buy
86,420
+340
+0.4% +$15.2K 0.57% 46
2023
Q2 		$3.64M Buy
86,080
+20,160
+31% +$669K 0.53% 50
2023
Q1 		$1.83M Buy
65,920
+1,690
+3% +$36.6K 0.28% 87
2022
Q4 		$939K Sell
64,230
-40,940
-39% -$600K 0.15% 136
2022
Q3 		$1.28M Buy
105,170
+2,320
+2% +$36.7K 0.21% 106
2022
Q2 		$1.56M Sell
102,850
-7,880
-7% -$149K 0.26% 92
2022
Q1 		$3.02M Sell
110,730
-11,440
-9% -$287K 0.42% 62
2021
Q4 		$3.59M Buy
122,170
+1,650
+1% +$45.4K 0.45% 56
2021
Q3 		$2.5M Buy
120,520
+8,320
+7% +$173K 0.34% 74
2021
Q2 		$2.24M Buy
112,200
+30,080
+37% +$482K 0.3% 83
2021
Q1 		$1.1M Buy
82,120
+11,200
+16% +$151K 0.16% 133
2020
Q4 		$926K Buy
70,920
+19,160
+37% +$257K 0.14% 142
2020
Q3 		$700K Buy
+51,760
New +$602K 0.12% 149

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

Sheets Smith Wealth Management's NVDA Position: Q2 2026 in Review

Sheets Smith Wealth Management reduced its NVIDIA (NVDA) stake by 1.3% in Q2 2026, selling an estimated $188K and leaving 68,779 shares worth $13.8M. The position accounts for 1.38% of the portfolio, ranked #13.

Sheets Smith Wealth Management first reported a position in NVDA in Q3 2020 and has held it in 24 quarters since. The position peaked at $14.5M in Q4 2025. 5,955 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Sheets Smith Wealth Management held 68,779 shares of NVIDIA worth $13.8M as of Q2 2026.
  • Sheets Smith Wealth Management sold 916 NVIDIA shares in Q2 2026, an estimated $188K.
  • NVIDIA made up 1.38% of Sheets Smith Wealth Management's portfolio in Q2 2026, its #13 holding.
  • Sheets Smith Wealth Management first reported a position in NVIDIA in Q3 2020 and has held it in 24 quarters since.
  • Sheets Smith Wealth Management's NVIDIA position peaked at $14.5M in Q4 2025.
  • 5,955 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

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