SW
NVDA icon

SkyOak Wealth’s NVIDIA NVDA Stock Holding History

SkyOak 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 		$7.99M Sell
39,918
-1,100
-3% -$226K 1.3% 22
2026
Q1 		$7.15M Sell
41,018
-69
-0.2% -$12.7K 1.31% 19
2025
Q4 		$7.66M Sell
41,087
-1,499
-4% -$279K 1.38% 18
2025
Q3 		$7.95M Sell
42,586
-3,013
-7% -$525K 1.5% 16
2025
Q2 		$7.2M Buy
45,599
+13,839
+44% +$1.74M 1.45% 17
2025
Q1 		$3.44M Sell
31,760
-1,757
-5% -$223K 0.75% 37
2024
Q4 		$4.5M Sell
33,517
-3,075
-8% -$424K 0.96% 29
2024
Q3 		$4.44M Sell
36,592
-1,905
-5% -$225K 0.98% 29
2024
Q2 		$4.76M Buy
38,497
+997
+3% +$101K 1.11% 23
2024
Q1 		$3.39M Sell
37,500
-12,050
-24% -$873K 0.81% 32
2023
Q4 		$2.45M Buy
49,550
+2,780
+6% +$129K 0.64% 38
2023
Q3 		$2.03M Buy
46,770
+2,730
+6% +$122K 0.59% 43
2023
Q2 		$1.86M Sell
44,040
-20,000
-31% -$664K 0.53% 50
2023
Q1 		$1.78M Sell
64,040
-27,430
-30% -$594K 0.54% 48
2022
Q4 		$1.34M Sell
91,470
-29,000
-24% -$425K 0.45% 57
2022
Q3 		$1.46M Buy
120,470
+31,520
+35% +$498K 0.52% 53
2022
Q2 		$1.35M Buy
88,950
+4,040
+5% +$76.3K 0.46% 60
2022
Q1 		$2.32M Sell
84,910
-28,830
-25% -$723K 0.64% 45
2021
Q4 		$3.35M Sell
113,740
-29,960
-21% -$824K 0.85% 34
2021
Q3 		$2.98M Buy
143,700
+14,780
+11% +$307K 0.8% 32
2021
Q2 		$2.58M Buy
128,920
+1,840
+1% +$29.5K 0.69% 38
2021
Q1 		$1.94M Buy
127,080
+53,360
+72% +$717K 0.54% 49
2020
Q4 		$962K Buy
73,720
+8,000
+12% +$107K 0.3% 88
2020
Q3 		$889K Sell
65,720
-74,840
-53% -$871K 0.32% 78
2020
Q2 		$1.33M Buy
140,560
+82,080
+140% +$664K 0.49% 53
2020
Q1 		$385K Sell
58,480
-73,320
-56% -$463K 0.2% 128
2019
Q4 		$775K Buy
+131,800
New +$686K 0.24% 91

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

SkyOak Wealth's NVDA Position: Q2 2026 in Review

SkyOak Wealth reduced its NVIDIA (NVDA) stake by 2.7% in Q2 2026, selling an estimated $226K and leaving 39,918 shares worth $7.99M. The position accounts for 1.3% of the portfolio, ranked #22.

SkyOak Wealth first reported a position in NVDA in Q4 2019 and has held it in 27 quarters since. 5,937 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • SkyOak Wealth held 39,918 shares of NVIDIA worth $7.99M as of Q2 2026.
  • SkyOak Wealth sold 1,100 NVIDIA shares in Q2 2026, an estimated $226K.
  • NVIDIA made up 1.3% of SkyOak Wealth's portfolio in Q2 2026, its #22 holding.
  • SkyOak Wealth first reported a position in NVIDIA in Q4 2019 and has held it in 27 quarters since.
  • 5,937 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on SkyOak Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.