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Shira Ridge Wealth Management’s NVIDIA NVDA Stock Holding History

Shira Ridge 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 		$1.38M Buy
6,892
+1
+0% +$206 0.48% 28
2026
Q1 		$1.2M Buy
6,891
+63
+0.9% +$11.6K 0.48% 29
2025
Q4 		$1.27M Sell
6,828
-137
-2% -$25.5K 0.51% 31
2025
Q3 		$1.3M Buy
6,965
+181
+3% +$31.6K 0.55% 31
2025
Q2 		$1.07M Buy
6,784
+164
+2% +$20.6K 0.49% 32
2025
Q1 		$718K Buy
6,620
+290
+5% +$36.8K 0.36% 41
2024
Q4 		$850K Buy
6,330
+914
+17% +$126K 0.42% 33
2024
Q3 		$658K Buy
5,416
+100
+2% +$11.8K 0.34% 48
2024
Q2 		$657K Sell
5,316
-14
-0.3% -$1.42K 0.37% 45
2024
Q1 		$482K Buy
5,330
+820
+18% +$59.4K 0.28% 53
2023
Q4 		$223K Buy
+4,510
New +$209K 0.13% 68

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

Shira Ridge Wealth Management's NVDA Position: Q2 2026 in Review

Shira Ridge Wealth Management increased its NVIDIA (NVDA) stake by 0.01% in Q2 2026, buying an estimated $206 and bringing the position to 6,892 shares worth $1.38M. The position accounts for 0.48% of the portfolio, ranked #28.

Shira Ridge Wealth Management first reported a position in NVDA in Q4 2023 and has held it in 11 quarters since. 5,933 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Shira Ridge Wealth Management held 6,892 shares of NVIDIA worth $1.38M as of Q2 2026.
  • Shira Ridge Wealth Management bought 1 NVIDIA share in Q2 2026, an estimated $206.
  • NVIDIA made up 0.48% of Shira Ridge Wealth Management's portfolio in Q2 2026, its #28 holding.
  • Shira Ridge Wealth Management first reported a position in NVIDIA in Q4 2023 and has held it in 11 quarters since.
  • 5,933 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

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