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Sterling Wealth Management’s NVIDIA NVDA Stock Holding History

Sterling 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 		$1.2M Sell
5,998
-1,219
-17% -$251K 0.3% 40
2026
Q1 		$1.26M Sell
7,217
-4,233
-37% -$777K 0.35% 39
2025
Q4 		$2.14M Buy
11,450
+40
+0.4% +$7.45K 0.61% 30
2025
Q3 		$2.13M Buy
11,410
+8,630
+310% +$1.5M 0.65% 29
2025
Q2 		$439K Buy
+2,780
New +$350K 0.15% 64
2024
Q4 		$348K Sell
2,593
-1,469
-36% -$202K 0.13% 81
2024
Q3 		$493K Buy
4,062
+1,522
+60% +$180K 0.18% 62
2024
Q2 		$314K Hold
2,540
– – 0.15% 79
2024
Q1 		$230K Buy
+2,540
New +$184K 0.11% 89

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

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

Sterling Wealth Management reduced its NVIDIA (NVDA) stake by 17% in Q2 2026, selling an estimated $251K and leaving 5,998 shares worth $1.2M. The position accounts for 0.3% of the portfolio, ranked #40.

Sterling Wealth Management first reported a position in NVDA in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.14M in Q4 2025. 5,962 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Sterling Wealth Management held 5,998 shares of NVIDIA worth $1.2M as of Q2 2026.
  • Sterling Wealth Management sold 1,219 NVIDIA shares in Q2 2026, an estimated $251K.
  • NVIDIA made up 0.3% of Sterling Wealth Management's portfolio in Q2 2026, its #40 holding.
  • Sterling Wealth Management first reported a position in NVIDIA in Q1 2024 and has held it in 9 quarters since.
  • Sterling Wealth Management's NVIDIA position peaked at $2.14M in Q4 2025.
  • 5,962 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Sterling Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.