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	$120K	Buy	600 +100	+20%	+$20.6K	0.05%	132
2026 Q1	$87.2K	Hold	500	–	–	0.04%	130
2025 Q4	$93.3K	Buy	+500	New	+$93.1K	0.04%	145
2025 Q2	–	Sell	-2,000	Closed	-$217K	–	163
2025 Q1	$217K	Hold	2,000	–	–	0.12%	119
2024 Q4	$269K	Buy	2,000 +500	+33%	+$68.9K	0.14%	110
2024 Q3	$182K	Buy	1,500 +500	+50%	+$59.1K	0.1%	120
2024 Q2	$124K	Buy	+1,000	New	+$101K	0.07%	131

Other funds holding NVDA

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

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 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

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

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. 1,228 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.
1,228 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.