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Trevian Wealth Management’s NVIDIA NVDA Stock Holding History

Trevian 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 		$1.11M Buy
5,551
+404
+8% +$83.1K 0.47% 21
2026
Q1 		$898K Sell
5,147
-30
-0.6% -$5.5K 0.44% 23
2025
Q4 		$966K Buy
5,177
+617
+14% +$115K 0.46% 25
2025
Q3 		$851K Buy
4,560
+1,110
+32% +$193K 0.46% 23
2025
Q2 		$545K Buy
3,450
+110
+3% +$13.8K 0.33% 24
2025
Q1 		$362K Sell
3,340
-1,181
-26% -$150K 0.26% 22
2024
Q4 		$607K Buy
4,521
+1
+0% +$138 0.45% 20
2024
Q3 		$549K Buy
4,520
+100
+2% +$11.8K 0.45% 20
2024
Q2 		$546K Hold
4,420
– – 2.72% 9
2024
Q1 		$399K Buy
4,420
+200
+5% +$14.5K 0.27% 21
2023
Q4 		$209K Buy
+4,220
New +$196K 0.16% 30

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

Trevian Wealth Management's NVDA Position: Q2 2026 in Review

Trevian Wealth Management increased its NVIDIA (NVDA) stake by 7.8% in Q2 2026, buying an estimated $83.1K and bringing the position to 5,551 shares worth $1.11M. The position accounts for 0.47% of the portfolio, ranked #21.

Trevian Wealth Management first reported a position in NVDA in Q4 2023 and has held it in 11 quarters since. 5,962 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Trevian Wealth Management held 5,551 shares of NVIDIA worth $1.11M as of Q2 2026.
  • Trevian Wealth Management bought 404 NVIDIA shares in Q2 2026, an estimated $83.1K.
  • NVIDIA made up 0.47% of Trevian Wealth Management's portfolio in Q2 2026, its #21 holding.
  • Trevian Wealth Management first reported a position in NVIDIA in Q4 2023 and has held it in 11 quarters since.
  • 5,962 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

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