SIM
NVDA icon

Synergy Investment Management’s NVIDIA NVDA Stock Holding History

Synergy Investment 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 		$4.42M Buy
22,413
+8,757
+64% +$1.8M 1.07% 24
2026
Q1 		$2.38M Buy
13,656
+679
+5% +$125K 0.78% 33
2025
Q4 		$2.42M Sell
12,977
-2,277
-15% -$424K 0.86% 29
2025
Q3 		$2.85M Sell
15,254
-226
-1% -$39.4K 1.09% 25
2025
Q2 		$2.45M Buy
15,480
+523
+3% +$65.8K 1.47% 19
2025
Q1 		$1.62M Sell
14,957
-127
-0.8% -$16.1K 0.68% 35
2024
Q4 		$2.03M Buy
+15,084
New +$2.08M 0.87% 31

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

Synergy Investment Management's NVDA Position: Q2 2026 in Review

Synergy Investment Management increased its NVIDIA (NVDA) stake by 64% in Q2 2026, buying an estimated $1.8M and bringing the position to 22,413 shares worth $4.42M. The position accounts for 1.07% of the portfolio, ranked #24.

Synergy Investment Management first reported a position in NVDA in Q4 2024 and has held it in 7 quarters since. 5,955 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Synergy Investment Management held 22,413 shares of NVIDIA worth $4.42M as of Q2 2026.
  • Synergy Investment Management bought 8,757 NVIDIA shares in Q2 2026, an estimated $1.8M.
  • NVIDIA made up 1.07% of Synergy Investment Management's portfolio in Q2 2026, its #24 holding.
  • Synergy Investment Management first reported a position in NVIDIA in Q4 2024 and has held it in 7 quarters since.
  • 5,955 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.