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Strait & Sound Wealth Management’s NVIDIA NVDA Stock Holding History

Strait & Sound 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 		$13.8M Sell
69,184
-1,843
-3% -$379K 4.85% 3
2026
Q1 		$12.4M Sell
71,027
-1,101
-2% -$202K 4.61% 3
2025
Q4 		$13.5M Sell
72,128
-1,060
-1% -$197K 5.01% 3
2025
Q3 		$13.7M Buy
73,188
+710
+1% +$124K 5.24% 3
2025
Q2 		$11.5M Sell
72,478
-829
-1% -$104K 4.86% 5
2025
Q1 		$7.95M Buy
73,307
+3,371
+5% +$427K 3.69% 6
2024
Q4 		$9.39M Sell
69,936
-7,641
-10% -$1.05M 4.35% 7
2024
Q3 		$9.42M Buy
77,577
+11,711
+18% +$1.38M 4.58% 6
2024
Q2 		$8.14M Buy
65,866
+1,646
+3% +$166K 4.15% 7
2024
Q1 		$5.82M Buy
64,220
+810
+1% +$58.7K 3.25% 7
2023
Q4 		$3.55M Sell
63,410
-45,760
-42% -$2.12M 2.22% 9
2023
Q3 		$4.75M Sell
109,170
-2,120
-2% -$95K 4.07% 5
2023
Q2 		$4.71M Sell
111,290
-23,490
-17% -$780K 4.66% 4
2023
Q1 		$3.74M Sell
134,780
-8,080
-6% -$175K 3.72% 4
2022
Q4 		$2.53M Buy
+142,860
New +$2.1M 2.76% 8

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

Strait & Sound Wealth Management's NVDA Position: Q2 2026 in Review

Strait & Sound Wealth Management reduced its NVIDIA (NVDA) stake by 2.6% in Q2 2026, selling an estimated $379K and leaving 69,184 shares worth $13.8M. The position accounts for 4.85% of the portfolio, ranked #3.

Strait & Sound Wealth Management first reported a position in NVDA in Q4 2022 and has held it in 15 quarters since. 5,980 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Strait & Sound Wealth Management held 69,184 shares of NVIDIA worth $13.8M as of Q2 2026.
  • Strait & Sound Wealth Management sold 1,843 NVIDIA shares in Q2 2026, an estimated $379K.
  • NVIDIA made up 4.85% of Strait & Sound Wealth Management's portfolio in Q2 2026, its #3 holding.
  • Strait & Sound Wealth Management first reported a position in NVIDIA in Q4 2022 and has held it in 15 quarters since.
  • 5,980 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Strait & Sound Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.