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Tred Avon Family Wealth’s NVIDIA NVDA Stock Holding History

Tred Avon Family 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 		$5.84M Sell
29,173
-855
-3% -$176K 1.79% 8
2026
Q1 		$5.24M Sell
30,028
-2,442
-8% -$448K 1.74% 8
2025
Q4 		$6.06M Sell
32,470
-603
-2% -$112K 1.97% 9
2025
Q3 		$6.17M Buy
+33,073
New +$5.76M 2.12% 7

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

Tred Avon Family Wealth's NVDA Position: Q2 2026 in Review

Tred Avon Family Wealth reduced its NVIDIA (NVDA) stake by 2.8% in Q2 2026, selling an estimated $176K and leaving 29,173 shares worth $5.84M. The position accounts for 1.79% of the portfolio, ranked #8.

Tred Avon Family Wealth first reported a position in NVDA in Q3 2025 and has held it in 4 quarters since. The position peaked at $6.17M in Q3 2025. 5,980 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Tred Avon Family Wealth held 29,173 shares of NVIDIA worth $5.84M as of Q2 2026.
  • Tred Avon Family Wealth sold 855 NVIDIA shares in Q2 2026, an estimated $176K.
  • NVIDIA made up 1.79% of Tred Avon Family Wealth's portfolio in Q2 2026, its #8 holding.
  • Tred Avon Family Wealth first reported a position in NVIDIA in Q3 2025 and has held it in 4 quarters since.
  • Tred Avon Family Wealth's NVIDIA position peaked at $6.17M in Q3 2025.
  • 5,980 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Tred Avon Family Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.