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Sonoma Private Wealth’s NVIDIA NVDA Stock Holding History

Sonoma Private 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 		$5.16M Sell
25,785
-211
-0.8% -$43.4K 5.54% 4
2026
Q1 		$4.53M Buy
25,996
+1,180
+5% +$216K 5.58% 4
2025
Q4 		$4.63M Sell
24,816
-7,300
-23% -$1.36M 5.59% 4
2025
Q3 		$5.99M Sell
32,116
-1,199
-4% -$209K 7.16% 3
2025
Q2 		$5.26M Buy
33,315
+1,046
+3% +$132K 6.45% 4
2025
Q1 		$3.5M Buy
32,269
+4,440
+16% +$563K 4.85% 4
2024
Q4 		$3.74M Buy
27,829
+6,010
+28% +$828K 6.03% 2
2024
Q3 		$2.65M Buy
21,819
+500
+2% +$59.1K 4.13% 3
2024
Q2 		$2.63M Buy
21,319
+2,859
+15% +$289K 4.28% 3
2024
Q1 		$1.67M Sell
18,460
-3,810
-17% -$276K 2.68% 6
2023
Q4 		$1.1M Buy
22,270
+9,670
+77% +$448K 1.83% 11
2023
Q3 		$548K Sell
12,600
-430
-3% -$19.3K 1% 42
2023
Q2 		$551K Buy
+13,030
New +$433K 0.96% 43

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

Sonoma Private Wealth's NVDA Position: Q2 2026 in Review

Sonoma Private Wealth reduced its NVIDIA (NVDA) stake by 0.81% in Q2 2026, selling an estimated $43.4K and leaving 25,785 shares worth $5.16M. The position accounts for 5.54% of the portfolio, ranked #4.

Sonoma Private Wealth first reported a position in NVDA in Q2 2023 and has held it in 13 quarters since. The position peaked at $5.99M in Q3 2025. 5,972 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Sonoma Private Wealth held 25,785 shares of NVIDIA worth $5.16M as of Q2 2026.
  • Sonoma Private Wealth sold 211 NVIDIA shares in Q2 2026, an estimated $43.4K.
  • NVIDIA made up 5.54% of Sonoma Private Wealth's portfolio in Q2 2026, its #4 holding.
  • Sonoma Private Wealth first reported a position in NVIDIA in Q2 2023 and has held it in 13 quarters since.
  • Sonoma Private Wealth's NVIDIA position peaked at $5.99M in Q3 2025.
  • 5,972 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Sonoma Private Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.