Surience Private Wealth’s NVIDIA NVDA Stock Holding History

Surience Private Wealth’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	–	Sell	-13,775	Closed	-$2.4M	–	50
2026 Q1	$2.4M	Sell	13,775 -2,489	-15%	-$457K	2.58%	13
2025 Q4	$3.03M	Sell	16,264 -6,795	-29%	-$1.26M	3.26%	13
2025 Q3	$4.3M	Sell	23,059 -3,246	-12%	-$566K	3.93%	9
2025 Q2	$4.16M	Buy	26,305 +12,731	+94%	+$1.6M	3.9%	7
2025 Q1	$1.47M	Buy	+13,574	New	+$1.72M	2.56%	14
2023 Q3	–	Sell	-43,470	Closed	-$1.84M	–	31
2023 Q2	$1.84M	Buy	+43,470	New	+$1.44M	2.63%	14
2022 Q2	–	Sell	-129,480	Closed	-$3.53M	–	19
2022 Q1	$3.53M	Sell	129,480 -32,510	-20%	-$815K	3.09%	13
2021 Q4	$4.76M	Buy	+161,990	New	+$4.46M	3.88%	11

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

Surience Private Wealth's NVDA Position: Q2 2026 in Review

Surience Private Wealth sold out of NVIDIA (NVDA) in Q2 2026, closing a stake of 13,775 shares — an estimated $2.4M sold.

Surience Private Wealth first reported a position in NVDA in Q4 2021 and held it in 8 quarters. The position peaked at $4.76M in Q4 2021. 5,962 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

Surience Private Wealth reported no remaining NVIDIA position as of Q2 2026 after selling out during the quarter.
Surience Private Wealth sold 13,775 NVIDIA shares in Q2 2026, an estimated $2.4M.
Surience Private Wealth first reported a position in NVIDIA in Q4 2021 and held it in 8 quarters.
Surience Private Wealth's NVIDIA position peaked at $4.76M in Q4 2021.
5,962 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Surience Private Wealth's 13F filing for Q2 2026, filed 24 Jul 2026.