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Stonehaven Wealth & Tax Solutions’s NVIDIA NVDA Stock Holding History

Stonehaven Wealth & Tax Solutions’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 		$1.06M Sell
5,318
-42
-0.8% -$8.63K 0.85% 27
2026
Q1 		$935K Sell
5,360
-12
-0.2% -$2.2K 0.83% 27
2025
Q4 		$1M Buy
5,372
+161
+3% +$30K 0.9% 27
2025
Q3 		$972K Sell
5,211
-623
-11% -$109K 0.9% 26
2025
Q2 		$922K Sell
5,834
-173
-3% -$21.8K 0.9% 26
2025
Q1 		$651K Buy
6,007
+144
+2% +$18.3K 0.69% 31
2024
Q4 		$787K Buy
+5,863
New +$808K 0.86% 35

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

Stonehaven Wealth & Tax Solutions's NVDA Position: Q2 2026 in Review

Stonehaven Wealth & Tax Solutions reduced its NVIDIA (NVDA) stake by 0.78% in Q2 2026, selling an estimated $8.63K and leaving 5,318 shares worth $1.06M. The position accounts for 0.85% of the portfolio, ranked #27.

Stonehaven Wealth & Tax Solutions first reported a position in NVDA in Q4 2024 and has held it in 7 quarters since. 5,962 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Stonehaven Wealth & Tax Solutions held 5,318 shares of NVIDIA worth $1.06M as of Q2 2026.
  • Stonehaven Wealth & Tax Solutions sold 42 NVIDIA shares in Q2 2026, an estimated $8.63K.
  • NVIDIA made up 0.85% of Stonehaven Wealth & Tax Solutions's portfolio in Q2 2026, its #27 holding.
  • Stonehaven Wealth & Tax Solutions first reported a position in NVIDIA in Q4 2024 and has held it in 7 quarters since.
  • 5,962 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Stonehaven Wealth & Tax Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.