Wallace Weitz’s NVIDIA NVDA Stock Holding History

Wallace Weitz’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	$7M	Hold	35,000	–	–	0.48%	38
2026 Q1	$6.1M	Buy	+35,000	New	+$6.42M	0.43%	38

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

Wallace Weitz's NVDA Position: Q2 2026 in Review

Wallace Weitz held its NVIDIA (NVDA) position steady in Q2 2026 at 35,000 shares worth $7M. The position accounts for 0.48% of the portfolio, ranked #38.

Wallace Weitz first reported a position in NVDA in Q1 2026 and has held it in 2 quarters since. 5,937 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

Wallace Weitz held 35,000 shares of NVIDIA worth $7M as of Q2 2026.
Wallace Weitz left its NVIDIA share count unchanged in Q2 2026.
NVIDIA made up 0.48% of Wallace Weitz's portfolio in Q2 2026, its #38 holding.
Wallace Weitz first reported a position in NVIDIA in Q1 2026 and has held it in 2 quarters since.
5,937 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Weitz Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.