Waldron Private Wealth’s NVIDIA NVDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $12.7M | Sell |
63,504
-146
| -0.2% | -$30K | 0.44% | 36 |
|
|
2026
Q1 | $11.1M | Buy |
63,650
+4,396
| +7% | +$806K | 0.43% | 35 |
|
|
2025
Q4 | $11.1M | Buy |
59,254
+17,446
| +42% | +$3.25M | 0.44% | 36 |
|
|
2025
Q3 | $7.8M | Sell |
41,808
-2,088
| -5% | -$364K | 0.32% | 43 |
|
|
2025
Q2 | $6.94M | Buy |
43,896
+150
| +0.3% | +$18.9K | 0.3% | 44 |
|
|
2025
Q1 | $4.74M | Sell |
43,746
-128,954
| -75% | -$16.3M | 0.22% | 56 |
|
|
2024
Q4 | $23.2M | Sell |
172,700
-50,168
| -23% | -$6.91M | 0.93% | 22 |
|
|
2024
Q3 | $27.1M | Buy |
222,868
+4,550
| +2% | +$537K | 1.12% | 19 |
|
|
2024
Q2 | $27M | Sell |
218,318
-412
| -0.2% | -$41.7K | 1.21% | 17 |
|
|
2024
Q1 | $19.8M | Buy |
218,730
+6,370
| +3% | +$462K | 0.89% | 23 |
|
|
2023
Q4 | $10.5M | Buy |
212,360
+5,020
| +2% | +$233K | 0.5% | 35 |
|
|
2023
Q3 | $9.02M | Buy |
207,340
+2,690
| +1% | +$121K | 0.47% | 35 |
|
|
2023
Q2 | $8.66M | Sell |
204,650
-20,530
| -9% | -$682K | 0.43% | 36 |
|
|
2023
Q1 | $6.26M | Buy |
225,180
+22,630
| +11% | +$490K | 0.3% | 44 |
|
|
2022
Q4 | $2.46M | Hold |
202,550
| – | – | 0.15% | 92 |
|
|
2022
Q3 | $2.46M | Buy |
202,550
+4,260
| +2% | +$67.3K | 0.15% | 92 |
|
|
2022
Q2 | $3.01M | Buy |
198,290
+6,410
| +3% | +$121K | 0.17% | 82 |
|
|
2022
Q1 | $5.24M | Buy |
191,880
+11,790
| +7% | +$296K | 0.27% | 58 |
|
|
2021
Q4 | $5.3M | Buy |
180,090
+9,270
| +5% | +$255K | 0.26% | 59 |
|
|
2021
Q3 | $3.54M | Buy |
170,820
+22,300
| +15% | +$463K | 0.21% | 69 |
|
|
2021
Q2 | $2.97M | Buy |
148,520
+760
| +0.5% | +$12.2K | 0.19% | 70 |
|
|
2021
Q1 | $1.97M | Buy |
147,760
+8,320
| +6% | +$112K | 0.14% | 88 |
|
|
2020
Q4 | $1.82M | Sell |
139,440
-280
| -0.2% | -$3.75K | 0.14% | 93 |
|
|
2020
Q3 | $1.89M | Sell |
139,720
-26,960
| -16% | -$314K | 0.16% | 82 |
|
|
2020
Q2 | $1.58M | Sell |
166,680
-12,600
| -7% | -$102K | 0.14% | 83 |
|
|
2020
Q1 | $1.18M | Buy |
179,280
+16,800
| +10% | +$106K | 0.13% | 93 |
|
|
2019
Q4 | $955K | Buy |
162,480
+113,680
| +233% | +$591K | 0.09% | 110 |
|
|
2019
Q3 | $212K | Buy |
+48,800
| New | +$205K | 0.02% | 232 |
|
|
2019
Q2 | – | Sell |
-56,240
| Closed | -$252K | – | 258 |
|
|
2019
Q1 | $252K | Buy |
+56,240
| New | +$218K | 0.03% | 214 |
|
|
2018
Q4 | – | Sell |
-45,560
| Closed | -$320K | – | 223 |
|
|
2018
Q3 | $320K | Buy |
45,560
+6,040
| +15% | +$39.3K | 0.06% | 139 |
|
|
2018
Q2 | $234K | Buy |
+39,520
| New | +$240K | 0.05% | 155 |
|
Other funds holding NVDA
DACG
Waldron Private Wealth's NVDA Position: Q2 2026 in Review
Waldron Private Wealth reduced its NVIDIA (NVDA) stake by 0.23% in Q2 2026, selling an estimated $30K and leaving 63,504 shares worth $12.7M. The position accounts for 0.44% of the portfolio, ranked #36.
Waldron Private Wealth first reported a position in NVDA in Q2 2018 and has held it in 31 quarters since. The position peaked at $27.1M in Q3 2024. 2,900 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.
- Waldron Private Wealth held 63,504 shares of NVIDIA worth $12.7M as of Q2 2026.
- Waldron Private Wealth sold 146 NVIDIA shares in Q2 2026, an estimated $30K.
- NVIDIA made up 0.44% of Waldron Private Wealth's portfolio in Q2 2026, its #36 holding.
- Waldron Private Wealth first reported a position in NVIDIA in Q2 2018 and has held it in 31 quarters since.
- Waldron Private Wealth's NVIDIA position peaked at $27.1M in Q3 2024.
- 2,900 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.
Based on Waldron Private Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.