ShoreHaven Wealth Partners’s NVIDIA NVDA Stock Holding History

ShoreHaven Wealth Partners’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	$1.15M	Sell	5,772 -102	-2%	-$21K	0.36%	50
2026 Q1	$1.02M	Buy	5,874 +58	+1%	+$10.6K	0.37%	53
2025 Q4	$1.08M	Buy	5,816 +114	+2%	+$21.2K	0.39%	51
2025 Q3	$1.06M	Sell	5,702 -2	-0%	-$349	0.39%	51
2025 Q2	$901K	Buy	5,704 +208	+4%	+$26.2K	0.37%	51
2025 Q1	$596K	Buy	5,496 +120	+2%	+$15.2K	0.29%	54
2024 Q4	$722K	Sell	5,376 -358	-6%	-$49.3K	0.34%	48
2024 Q3	$696K	Sell	5,734 -1,234	-18%	-$146K	0.34%	47
2024 Q2	$861K	Buy	6,968 +2,408	+53%	+$243K	0.45%	40
2024 Q1	$412K	Hold	4,560	–	–	0.23%	56
2023 Q4	$226K	Buy	+4,560	New	+$211K	0.14%	72
2021 Q2	–	Sell	-12,040	Closed	-$161K	–	193
2021 Q1	$161K	Buy	12,040 +520	+5%	+$6.99K	0.09%	64
2020 Q4	$151K	Buy	+11,520	New	+$154K	0.08%	57

Other funds holding NVDA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

ShoreHaven Wealth Partners's NVDA Position: Q2 2026 in Review

ShoreHaven Wealth Partners reduced its NVIDIA (NVDA) stake by 1.7% in Q2 2026, selling an estimated $21K and leaving 5,772 shares worth $1.15M. The position accounts for 0.36% of the portfolio, ranked #50.

ShoreHaven Wealth Partners first reported a position in NVDA in Q4 2020 and has held it in 13 quarters since. 5,933 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

ShoreHaven Wealth Partners held 5,772 shares of NVIDIA worth $1.15M as of Q2 2026.
ShoreHaven Wealth Partners sold 102 NVIDIA shares in Q2 2026, an estimated $21K.
NVIDIA made up 0.36% of ShoreHaven Wealth Partners's portfolio in Q2 2026, its #50 holding.
ShoreHaven Wealth Partners first reported a position in NVIDIA in Q4 2020 and has held it in 13 quarters since.
5,933 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on ShoreHaven Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.