Tru Independence Asset Management 2’s NVIDIA NVDA Stock Holding History

Tru Independence Asset Management 2’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	$4M	Buy	19,974 +2,747	+16%	+$565K	2.16%	16
2026 Q1	$3M	Buy	17,227 +7,318	+74%	+$1.34M	1.85%	18
2025 Q4	$1.85M	Hold	9,909	–	–	1.16%	26
2025 Q3	$1.85M	Buy	9,909 +146	+1%	+$25.4K	1.22%	25
2025 Q2	$1.54M	Buy	9,763 +446	+5%	+$56.1K	1.06%	27
2025 Q1	$1.01M	Buy	+9,317	New	+$1.18M	0.76%	34
2023 Q1	$7.29M	Buy	+262,430	New	+$5.68M	7.33%	2
2022 Q2	–	Sell	-60,410	Closed	-$1.65M	–	86
2022 Q1	$1.65M	Sell	60,410 -9,950	-14%	-$250K	0.95%	22
2021 Q4	$2.07M	Buy	70,360 +10,410	+17%	+$286K	1.1%	21
2021 Q3	$1.24M	Buy	59,950 +42,950	+253%	+$892K	0.88%	24
2021 Q2	$340K	Buy	+17,000	New	+$273K	0.23%	85
2021 Q1	–	Sell	-35,880	Closed	-$468K	–	311
2020 Q4	$468K	Buy	+35,880	New	+$480K	0.39%	61

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

Tru Independence Asset Management 2's NVDA Position: Q2 2026 in Review

Tru Independence Asset Management 2 increased its NVIDIA (NVDA) stake by 16% in Q2 2026, buying an estimated $565K and bringing the position to 19,974 shares worth $4M. The position accounts for 2.16% of the portfolio, ranked #16.

Tru Independence Asset Management 2 first reported a position in NVDA in Q4 2020 and has held it in 12 quarters since. The position peaked at $7.29M in Q1 2023. 5,977 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

Tru Independence Asset Management 2 held 19,974 shares of NVIDIA worth $4M as of Q2 2026.
Tru Independence Asset Management 2 bought 2,747 NVIDIA shares in Q2 2026, an estimated $565K.
NVIDIA made up 2.16% of Tru Independence Asset Management 2's portfolio in Q2 2026, its #16 holding.
Tru Independence Asset Management 2 first reported a position in NVIDIA in Q4 2020 and has held it in 12 quarters since.
Tru Independence Asset Management 2's NVIDIA position peaked at $7.29M in Q1 2023.
5,977 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Tru Independence Asset Management 2's 13F filing for Q2 2026, filed 11 Aug 2026.