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Valley Wealth Managers’s NVIDIA NVDA Stock Holding History

Valley Wealth Managers’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 		$7.39M Sell
36,951
-1,925
-5% -$396K 0.43% 55
2026
Q1 		$6.78M Buy
38,876
+3,106
+9% +$570K 0.44% 52
2025
Q4 		$6.67M Buy
35,770
+3,261
+10% +$607K 0.43% 54
2025
Q3 		$6.07M Buy
32,509
+3,429
+12% +$598K 0.4% 55
2025
Q2 		$4.59M Buy
29,080
+128
+0.4% +$16.1K 0.33% 66
2025
Q1 		$3.14M Buy
28,952
+2,475
+9% +$314K 0.24% 96
2024
Q4 		$3.56M Buy
26,477
+1,000
+4% +$138K 0.27% 80
2024
Q3 		$3.09M Buy
25,477
+6,510
+34% +$769K 0.23% 99
2024
Q2 		$2.34M Buy
18,967
+1,437
+8% +$145K 0.19% 107
2024
Q1 		$1.58M Buy
17,530
+3,320
+23% +$241K 0.12% 116
2023
Q4 		$704K Buy
14,210
+3,310
+30% +$153K 0.05% 131
2023
Q3 		$474K Buy
10,900
+230
+2% +$10.3K 0.04% 145
2023
Q2 		$452K Buy
10,670
+8,710
+444% +$289K 0.04% 124
2023
Q1 		$54.5K Sell
1,960
-560
-22% -$12.1K 0.01% 213
2022
Q4 		$36.9K Sell
2,520
-400
-14% -$5.87K ﹤0.01% 244
2022
Q3 		$36K Sell
2,920
-3,980
-58% -$62.9K ﹤0.01% 259
2022
Q2 		$104K Sell
6,900
-2,660
-28% -$50.2K 0.01% 219
2022
Q1 		$261K Buy
9,560
+400
+4% +$10K 0.02% 171
2021
Q4 		$270K Buy
+9,160
New +$252K 0.02% 173
2019
Q4 		– Sell
-56,960
Closed -$248K – 196
2019
Q3 		$248K Sell
56,960
-31,680
-36% -$133K 0.03% 173
2019
Q2 		$364K Sell
88,640
-7,000
-7% -$29K 0.04% 158
2019
Q1 		$429K Buy
+95,640
New +$371K 0.05% 159

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

Valley Wealth Managers's NVDA Position: Q2 2026 in Review

Valley Wealth Managers reduced its NVIDIA (NVDA) stake by 5% in Q2 2026, selling an estimated $396K and leaving 36,951 shares worth $7.39M. The position accounts for 0.43% of the portfolio, ranked #55.

Valley Wealth Managers first reported a position in NVDA in Q1 2019 and has held it in 22 quarters since. 5,962 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Valley Wealth Managers held 36,951 shares of NVIDIA worth $7.39M as of Q2 2026.
  • Valley Wealth Managers sold 1,925 NVIDIA shares in Q2 2026, an estimated $396K.
  • NVIDIA made up 0.43% of Valley Wealth Managers's portfolio in Q2 2026, its #55 holding.
  • Valley Wealth Managers first reported a position in NVIDIA in Q1 2019 and has held it in 22 quarters since.
  • 5,962 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Valley Wealth Managers's 13F filing for Q2 2026, filed 4 Aug 2026.