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Straight Path Wealth Management’s NVIDIA NVDA Stock Holding History

Straight Path 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 		$767K Buy
3,831
+1
+0% +$206 0.18% 54
2026
Q1 		$668K Buy
3,830
+1,067
+39% +$196K 0.18% 56
2025
Q4 		$515K Sell
2,763
-27,237
-91% -$5.07M 0.14% 66
2025
Q3 		$514K Buy
30,000
+27,332
+1,024% +$4.76M 0.14% 75
2025
Q2 		$422K Sell
2,668
-152
-5% -$19.1K 0.14% 65
2025
Q1 		$306K Buy
2,820
+373
+15% +$47.3K 0.12% 73
2024
Q4 		$329K Buy
2,447
+658
+37% +$90.7K 0.13% 73
2024
Q3 		$217K Buy
+1,789
New +$211K 0.09% 91
2024
Q1 		– Sell
-21,350
Closed -$1.06M – 97
2023
Q4 		$1.06M Sell
21,350
-300
-1% -$13.9K 0.62% 23
2023
Q3 		$942K Buy
21,650
+400
+2% +$17.9K 0.64% 21
2023
Q2 		$899K Sell
21,250
-250
-1% -$8.3K 0.62% 20
2023
Q1 		$597K Hold
21,500
– – 0.48% 31
2022
Q4 		$314K Hold
21,500
– – 0.3% 46
2022
Q3 		$261K Buy
+21,500
New +$340K 0.23% 59

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

Straight Path Wealth Management's NVDA Position: Q2 2026 in Review

Straight Path Wealth Management increased its NVIDIA (NVDA) stake by 0.03% in Q2 2026, buying an estimated $206 and bringing the position to 3,831 shares worth $767K. The position accounts for 0.18% of the portfolio, ranked #54.

Straight Path Wealth Management first reported a position in NVDA in Q3 2022 and has held it in 14 quarters since. The position peaked at $1.06M in Q4 2023. 5,962 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Straight Path Wealth Management held 3,831 shares of NVIDIA worth $767K as of Q2 2026.
  • Straight Path Wealth Management bought 1 NVIDIA share in Q2 2026, an estimated $206.
  • NVIDIA made up 0.18% of Straight Path Wealth Management's portfolio in Q2 2026, its #54 holding.
  • Straight Path Wealth Management first reported a position in NVIDIA in Q3 2022 and has held it in 14 quarters since.
  • Straight Path Wealth Management's NVIDIA position peaked at $1.06M in Q4 2023.
  • 5,962 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Straight Path Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.