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SilverOak Wealth Management’s NVIDIA NVDA Stock Holding History

SilverOak 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 		$2.4M Buy
12,012
+450
+4% +$92.5K 0.31% 35
2026
Q1 		$2.02M Sell
11,562
-335
-3% -$61.5K 0.32% 37
2025
Q4 		$2.22M Buy
11,897
+97
+0.8% +$18.1K 0.35% 32
2025
Q3 		$2.2M Sell
11,800
-2,676
-18% -$466K 0.37% 31
2025
Q2 		$2.29M Buy
14,476
+5,101
+54% +$642K 0.43% 28
2025
Q1 		$1.02M Sell
9,375
-555
-6% -$70.3K 0.22% 42
2024
Q4 		$1.33M Buy
9,930
+180
+2% +$24.8K 0.29% 38
2024
Q3 		$1.18M Buy
9,750
+4
+0% +$472 0.27% 38
2024
Q2 		$1.2M Sell
9,746
-474
-5% -$47.9K 0.29% 36
2024
Q1 		$923K Sell
10,220
-270
-3% -$19.6K 0.23% 40
2023
Q4 		$519K Buy
+10,490
New +$486K 0.14% 52

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

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

SilverOak Wealth Management increased its NVIDIA (NVDA) stake by 3.9% in Q2 2026, buying an estimated $92.5K and bringing the position to 12,012 shares worth $2.4M. The position accounts for 0.31% of the portfolio, ranked #35.

SilverOak Wealth Management first reported a position in NVDA in Q4 2023 and has held it in 11 quarters since. 5,943 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • SilverOak Wealth Management held 12,012 shares of NVIDIA worth $2.4M as of Q2 2026.
  • SilverOak Wealth Management bought 450 NVIDIA shares in Q2 2026, an estimated $92.5K.
  • NVIDIA made up 0.31% of SilverOak Wealth Management's portfolio in Q2 2026, its #35 holding.
  • SilverOak Wealth Management first reported a position in NVIDIA in Q4 2023 and has held it in 11 quarters since.
  • 5,943 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on SilverOak Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.