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Shelton Wealth Management’s NVIDIA NVDA Stock Holding History

Shelton 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 		$3M Sell
15,004
-1,514
-9% -$311K 1.18% 18
2026
Q1 		$2.88M Sell
16,518
-2,202
-12% -$404K 1.26% 15
2025
Q4 		$3.49M Buy
18,720
+1,018
+6% +$189K 1.5% 17
2025
Q3 		$3.3M Sell
17,702
-1,405
-7% -$245K 1.49% 16
2025
Q2 		$3.02M Buy
19,107
+1,344
+8% +$169K 1.45% 15
2025
Q1 		$1.93M Sell
17,763
-132
-0.7% -$16.7K 1.05% 23
2024
Q4 		$2.4M Sell
17,895
-547
-3% -$75.4K 1.24% 19
2024
Q3 		$2.24M Buy
18,442
+2,884
+19% +$341K 1.22% 20
2024
Q2 		$1.92M Sell
15,558
-9,512
-38% -$962K 1.09% 21
2024
Q1 		$2.27M Sell
25,070
-560
-2% -$40.6K 1.42% 20
2023
Q4 		$1.27M Buy
25,630
+7,750
+43% +$359K 0.9% 30
2023
Q3 		$778K Sell
17,880
-3,090
-15% -$138K 0.62% 25
2023
Q2 		$887K Sell
20,970
-9,460
-31% -$314K 0.69% 25
2023
Q1 		$845K Sell
30,430
-9,330
-23% -$202K 0.69% 24
2022
Q4 		$581K Buy
39,760
+5,840
+17% +$85.7K 0.46% 34
2022
Q3 		$412K Buy
33,920
+40
+0.1% +$632 0.37% 37
2022
Q2 		$514K Buy
33,880
+3,560
+12% +$67.2K 0.44% 33
2022
Q1 		$827K Buy
30,320
+2,050
+7% +$51.4K 0.65% 25
2021
Q4 		$831K Buy
+28,270
New +$778K 0.65% 22

Other funds holding NVDA

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM

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

Shelton Wealth Management reduced its NVIDIA (NVDA) stake by 9.2% in Q2 2026, selling an estimated $311K and leaving 15,004 shares worth $3M. The position accounts for 1.18% of the portfolio, ranked #18.

Shelton Wealth Management first reported a position in NVDA in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.49M in Q4 2025. 1,080 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Shelton Wealth Management held 15,004 shares of NVIDIA worth $3M as of Q2 2026.
  • Shelton Wealth Management sold 1,514 NVIDIA shares in Q2 2026, an estimated $311K.
  • NVIDIA made up 1.18% of Shelton Wealth Management's portfolio in Q2 2026, its #18 holding.
  • Shelton Wealth Management first reported a position in NVIDIA in Q4 2021 and has held it in 19 quarters since.
  • Shelton Wealth Management's NVIDIA position peaked at $3.49M in Q4 2025.
  • 1,080 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

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