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Sherman Wealth Management’s NVIDIA NVDA Stock Holding History

Sherman 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 		$1.65M Sell
8,238
-589
-7% -$121K 1.24% 24
2026
Q1 		$1.54M Buy
8,827
+59
+0.7% +$10.8K 1.32% 21
2025
Q4 		$1.64M Buy
+8,768
New +$1.63M 1.42% 18

Other funds holding NVDA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

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

Sherman Wealth Management reduced its NVIDIA (NVDA) stake by 6.7% in Q2 2026, selling an estimated $121K and leaving 8,238 shares worth $1.65M. The position accounts for 1.24% of the portfolio, ranked #24.

Sherman Wealth Management first reported a position in NVDA in Q4 2025 and has held it in 3 quarters since. 4,144 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Sherman Wealth Management held 8,238 shares of NVIDIA worth $1.65M as of Q2 2026.
  • Sherman Wealth Management sold 589 NVIDIA shares in Q2 2026, an estimated $121K.
  • NVIDIA made up 1.24% of Sherman Wealth Management's portfolio in Q2 2026, its #24 holding.
  • Sherman Wealth Management first reported a position in NVIDIA in Q4 2025 and has held it in 3 quarters since.
  • 4,144 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Sherman Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.