Sterling Group Wealth Management’s NVIDIA NVDA Stock Holding History

Sterling Group 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	$525K	Sell	2,625 -1,786	-40%	-$367K	0.22%	32
2026 Q1	$769K	Buy	4,411 +2,128	+93%	+$390K	0.36%	23
2025 Q4	$426K	Buy	2,283 +11	+0.5%	+$2.05K	0.21%	33
2025 Q3	$424K	Sell	2,272 -83	-4%	-$14.5K	0.21%	33
2025 Q2	$372K	Sell	2,355 -535	-19%	-$67.3K	0.21%	36
2025 Q1	$313K	Buy	2,890 +284	+11%	+$36K	0.17%	44
2024 Q4	$350K	Sell	2,606 -747	-22%	-$103K	0.18%	41
2024 Q3	$407K	Buy	3,353 +802	+31%	+$94.7K	0.22%	33
2024 Q2	$315K	Buy	+2,551	New	+$258K	0.18%	38

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

Sterling Group Wealth Management's NVDA Position: Q2 2026 in Review

Sterling Group Wealth Management reduced its NVIDIA (NVDA) stake by 40% in Q2 2026, selling an estimated $367K and leaving 2,625 shares worth $525K. The position accounts for 0.22% of the portfolio, ranked #32.

Sterling Group Wealth Management first reported a position in NVDA in Q2 2024 and has held it in 9 quarters since. The position peaked at $769K in Q1 2026. 5,932 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

Sterling Group Wealth Management held 2,625 shares of NVIDIA worth $525K as of Q2 2026.
Sterling Group Wealth Management sold 1,786 NVIDIA shares in Q2 2026, an estimated $367K.
NVIDIA made up 0.22% of Sterling Group Wealth Management's portfolio in Q2 2026, its #32 holding.
Sterling Group Wealth Management first reported a position in NVIDIA in Q2 2024 and has held it in 9 quarters since.
Sterling Group Wealth Management's NVIDIA position peaked at $769K in Q1 2026.
5,932 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Sterling Group Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.