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Shepherd Wealth Management’s NVIDIA NVDA Stock Holding History

Shepherd 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 		$4.97M Sell
22,647
-454
-2% -$93.3K 2.75% 6
2026
Q1 		$4.55M Sell
23,101
-41,277
-64% -$7.57M 3.41% 7
2025
Q4 		$12M Sell
64,378
-16,515
-20% -$3.07M 8.34% 2
2025
Q3 		$16.3M Sell
80,893
-56,774
-41% -$9.9M 10.83% 1
2025
Q2 		$24.9M Buy
137,667
+49,342
+56% +$6.21M 16.97% 1
2025
Q1 		$9.59M Buy
88,325
+37,229
+73% +$4.72M 9.86% 1
2024
Q4 		$6.86M Buy
+51,096
New +$7.04M 6.75% 3

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

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

Shepherd Wealth Management reduced its NVIDIA (NVDA) stake by 2% in Q2 2026, selling an estimated $93.3K and leaving 22,647 shares worth $4.97M. The position accounts for 2.75% of the portfolio, ranked #6.

Shepherd Wealth Management first reported a position in NVDA in Q4 2024 and has held it in 7 quarters since. The position peaked at $24.9M in Q2 2025. 5,962 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Shepherd Wealth Management held 22,647 shares of NVIDIA worth $4.97M as of Q2 2026.
  • Shepherd Wealth Management sold 454 NVIDIA shares in Q2 2026, an estimated $93.3K.
  • NVIDIA made up 2.75% of Shepherd Wealth Management's portfolio in Q2 2026, its #6 holding.
  • Shepherd Wealth Management first reported a position in NVIDIA in Q4 2024 and has held it in 7 quarters since.
  • Shepherd Wealth Management's NVIDIA position peaked at $24.9M in Q2 2025.
  • 5,962 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Shepherd Wealth Management's 13F filing for Q2 2026, filed 27 Aug 2026.