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Spahn Wealth & Retirement’s NVIDIA NVDA Stock Holding History

Spahn Wealth & Retirement’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 		$7.59M Sell
37,957
-4,099
-10% -$843K 4.89% 6
2026
Q1 		$7.33M Sell
42,056
-50,100
-54% -$9.19M 9.34% 1
2025
Q4 		$17.2M Sell
92,156
-659
-0.7% -$123K 10.66% 2
2025
Q3 		$17.3M Sell
92,815
-3,269
-3% -$570K 10.26% 2
2025
Q2 		$15.2M Sell
96,084
-1,341
-1% -$169K 9.76% 2
2025
Q1 		$10.6M Sell
97,425
-220
-0.2% -$27.9K 7.75% 2
2024
Q4 		$13.1M Buy
+97,645
New +$13.5M 8.6% 3

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

Spahn Wealth & Retirement's NVDA Position: Q2 2026 in Review

Spahn Wealth & Retirement reduced its NVIDIA (NVDA) stake by 9.7% in Q2 2026, selling an estimated $843K and leaving 37,957 shares worth $7.59M. The position accounts for 4.89% of the portfolio, ranked #6.

Spahn Wealth & Retirement first reported a position in NVDA in Q4 2024 and has held it in 7 quarters since. The position peaked at $17.3M in Q3 2025. 5,923 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Spahn Wealth & Retirement held 37,957 shares of NVIDIA worth $7.59M as of Q2 2026.
  • Spahn Wealth & Retirement sold 4,099 NVIDIA shares in Q2 2026, an estimated $843K.
  • NVIDIA made up 4.89% of Spahn Wealth & Retirement's portfolio in Q2 2026, its #6 holding.
  • Spahn Wealth & Retirement first reported a position in NVIDIA in Q4 2024 and has held it in 7 quarters since.
  • Spahn Wealth & Retirement's NVIDIA position peaked at $17.3M in Q3 2025.
  • 5,923 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Spahn Wealth & Retirement's 13F filing for Q2 2026, filed 13 Aug 2026.