Smith & Howard Wealth Management’s NVIDIA NVDA Stock Holding History

Smith & Howard 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	$1.74M	Sell	8,688 -722	-8%	-$148K	0.35%	33
2026 Q1	$1.64M	Buy	9,410 +215	+2%	+$39.4K	0.35%	31
2025 Q4	$1.71M	Buy	9,195 +65	+0.7%	+$12.1K	0.39%	32
2025 Q3	$1.7M	Buy	9,130 +774	+9%	+$135K	0.39%	33
2025 Q2	$1.32M	Sell	8,356 -555	-6%	-$69.8K	0.33%	32
2025 Q1	$966K	Buy	8,911 +1,137	+15%	+$144K	0.26%	35
2024 Q4	$1.04M	Buy	7,774 +33	+0.4%	+$4.55K	0.3%	33
2024 Q3	$940K	Buy	7,741 +121	+2%	+$14.3K	0.26%	36
2024 Q2	$941K	Hold	7,620	–	–	0.28%	37
2024 Q1	$689K	Buy	7,620 +370	+5%	+$26.8K	0.21%	40
2023 Q4	$359K	Sell	7,250 -10	-0.1%	-$463	0.13%	52
2023 Q3	$316K	Buy	7,260 +160	+2%	+$7.17K	0.11%	58
2023 Q2	$300K	Buy	+7,100	New	+$236K	0.11%	55
2017 Q3	–	Sell	-66,160	Closed	-$239K	–	57
2017 Q2	$239K	Buy	+66,160	New	+$210K	0.11%	46

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

Smith & Howard Wealth Management's NVDA Position: Q2 2026 in Review

Smith & Howard Wealth Management reduced its NVIDIA (NVDA) stake by 7.7% in Q2 2026, selling an estimated $148K and leaving 8,688 shares worth $1.74M. The position accounts for 0.35% of the portfolio, ranked #33.

Smith & Howard Wealth Management first reported a position in NVDA in Q2 2017 and has held it in 14 quarters since. 5,962 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

Smith & Howard Wealth Management held 8,688 shares of NVIDIA worth $1.74M as of Q2 2026.
Smith & Howard Wealth Management sold 722 NVIDIA shares in Q2 2026, an estimated $148K.
NVIDIA made up 0.35% of Smith & Howard Wealth Management's portfolio in Q2 2026, its #33 holding.
Smith & Howard Wealth Management first reported a position in NVIDIA in Q2 2017 and has held it in 14 quarters since.
5,962 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Smith & Howard Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.