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Simplicity Wealth’s NVIDIA NVDA Stock Holding History

Simplicity Wealth’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 		$55.4M Buy
276,909
+94,819
+52% +$19.5M 1.87% 5
2026
Q1 		$31.8M Buy
182,090
+4,625
+3% +$849K 1.8% 7
2025
Q4 		$33.1M Sell
177,465
-43,514
-20% -$8.1M 1.97% 5
2025
Q3 		$41.2M Sell
220,979
-99,509
-31% -$17.3M 2.39% 5
2025
Q2 		$50.6M Buy
320,488
+130,672
+69% +$16.4M 2.11% 8
2025
Q1 		$20.6M Buy
189,816
+31,190
+20% +$3.95M 1.6% 10
2024
Q4 		$21.3M Sell
158,626
-44,878
-22% -$6.19M 4.44% 4
2024
Q3 		$24.7M Sell
203,504
-476,194
-70% -$56.2M 2.29% 6
2024
Q2 		$84M Sell
679,698
-36,032
-5% -$3.64M 1.9% 8
2024
Q1 		$64.5M Buy
715,730
+701,860
+5,060% +$50.9M 1.54% 11
2023
Q4 		$687K Buy
13,870
+6,510
+88% +$302K 0.27% 59
2023
Q3 		$320K Buy
+7,360
New +$330K 0.19% 63

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

Simplicity Wealth's NVDA Position: Q2 2026 in Review

Simplicity Wealth increased its NVIDIA (NVDA) stake by 52% in Q2 2026, buying an estimated $19.5M and bringing the position to 276,909 shares worth $55.4M. The position accounts for 1.87% of the portfolio, ranked #5.

Simplicity Wealth first reported a position in NVDA in Q3 2023 and has held it in 12 quarters since. The position peaked at $84M in Q2 2024. 5,961 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Simplicity Wealth held 276,909 shares of NVIDIA worth $55.4M as of Q2 2026.
  • Simplicity Wealth bought 94,819 NVIDIA shares in Q2 2026, an estimated $19.5M.
  • NVIDIA made up 1.87% of Simplicity Wealth's portfolio in Q2 2026, its #5 holding.
  • Simplicity Wealth first reported a position in NVIDIA in Q3 2023 and has held it in 12 quarters since.
  • Simplicity Wealth's NVIDIA position peaked at $84M in Q2 2024.
  • 5,961 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.