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SMART Wealth’s NVIDIA NVDA Stock Holding History

SMART 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 		$15.3M Buy
76,294
+230
+0.3% +$47.3K 3.29% 2
2026
Q1 		$13.3M Buy
76,064
+10,448
+16% +$1.92M 3.88% 2
2025
Q4 		$12.2M Buy
65,616
+455
+0.7% +$84.7K 3.73% 1
2025
Q3 		$12.2M Buy
65,161
+4,588
+8% +$800K 4.59% 1
2025
Q2 		$9.57M Sell
60,573
-18,251
-23% -$2.3M 3% 1
2025
Q1 		$8.54M Buy
78,824
+6,513
+9% +$825K 3.06% 4
2024
Q4 		$9.71M Buy
72,311
+53,747
+290% +$7.41M 3.46% 4
2024
Q3 		$2.25M Buy
18,564
+3,670
+25% +$434K 0.88% 34
2024
Q2 		$1.84M Buy
14,894
+1,824
+14% +$184K 0.74% 36
2024
Q1 		$1.18M Buy
13,070
+3,700
+39% +$268K 0.53% 41
2023
Q4 		$464K Buy
+9,370
New +$434K 0.25% 48
2023
Q3 		– Sell
-6,040
Closed -$256K – 81
2023
Q2 		$256K Buy
+6,040
New +$201K 0.19% 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

SMART Wealth's NVDA Position: Q2 2026 in Review

SMART Wealth increased its NVIDIA (NVDA) stake by 0.3% in Q2 2026, buying an estimated $47.3K and bringing the position to 76,294 shares worth $15.3M. The position accounts for 3.29% of the portfolio, ranked #2.

SMART Wealth first reported a position in NVDA in Q2 2023 and has held it in 12 quarters since. 5,979 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • SMART Wealth held 76,294 shares of NVIDIA worth $15.3M as of Q2 2026.
  • SMART Wealth bought 230 NVIDIA shares in Q2 2026, an estimated $47.3K.
  • NVIDIA made up 3.29% of SMART Wealth's portfolio in Q2 2026, its #2 holding.
  • SMART Wealth first reported a position in NVIDIA in Q2 2023 and has held it in 12 quarters since.
  • 5,979 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

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