Ullmann Wealth Partners Group’s NVIDIA NVDA Stock Holding History

Ullmann Wealth Partners Group’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	$6.55M	Buy	32,756 +720	+2%	+$148K	0.6%	27
2026 Q1	$5.59M	Buy	32,036 +3,360	+12%	+$616K	0.58%	28
2025 Q4	$5.81M	Buy	28,676 +40	+0.1%	+$7.45K	0.6%	29
2025 Q3	$5.34M	Buy	28,636 +1,544	+6%	+$269K	0.58%	29
2025 Q2	$4.28M	Buy	27,092 +3,852	+17%	+$485K	0.51%	32
2025 Q1	$2.52M	Buy	23,240 +1,976	+9%	+$250K	0.33%	33
2024 Q4	$2.86M	Buy	21,264 +423	+2%	+$58.3K	0.37%	32
2024 Q3	$2.53M	Sell	20,841 -2,219	-10%	-$262K	0.33%	35
2024 Q2	$2.85M	Buy	23,060 +1,430	+7%	+$145K	0.41%	31
2024 Q1	$1.95M	Buy	21,630 +4,160	+24%	+$302K	0.29%	37
2023 Q4	$865K	Buy	17,470 +4,620	+36%	+$214K	0.14%	48
2023 Q3	$559K	Buy	12,850 +2,450	+24%	+$110K	0.1%	56
2023 Q2	$440K	Buy	10,400 +770	+8%	+$25.6K	0.09%	63
2023 Q1	$268K	Buy	+9,630	New	+$208K	0.06%	77

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

Ullmann Wealth Partners Group's NVDA Position: Q2 2026 in Review

Ullmann Wealth Partners Group increased its NVIDIA (NVDA) stake by 2.2% in Q2 2026, buying an estimated $148K and bringing the position to 32,756 shares worth $6.55M. The position accounts for 0.6% of the portfolio, ranked #27.

Ullmann Wealth Partners Group first reported a position in NVDA in Q1 2023 and has held it in 14 quarters since. 5,943 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

Ullmann Wealth Partners Group held 32,756 shares of NVIDIA worth $6.55M as of Q2 2026.
Ullmann Wealth Partners Group bought 720 NVIDIA shares in Q2 2026, an estimated $148K.
NVIDIA made up 0.6% of Ullmann Wealth Partners Group's portfolio in Q2 2026, its #27 holding.
Ullmann Wealth Partners Group first reported a position in NVIDIA in Q1 2023 and has held it in 14 quarters since.
5,943 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Ullmann Wealth Partners Group's 13F filing for Q2 2026, filed 10 Aug 2026.