Walsh & Associates’s NVIDIA NVDA Stock Holding History

Walsh & Associates’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	$2.83M	Buy	14,126 +273	+2%	+$56.1K	2.31%	9
2026 Q1	$2.42M	Sell	13,853 -33	-0.2%	-$6.05K	2.4%	8
2025 Q4	$2.59M	Buy	+13,886	New	+$2.58M	2.55%	7

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

Walsh & Associates's NVDA Position: Q2 2026 in Review

Walsh & Associates increased its NVIDIA (NVDA) stake by 2% in Q2 2026, buying an estimated $56.1K and bringing the position to 14,126 shares worth $2.83M. The position accounts for 2.31% of the portfolio, ranked #9.

Walsh & Associates first reported a position in NVDA in Q4 2025 and has held it in 3 quarters since. 5,922 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

Walsh & Associates held 14,126 shares of NVIDIA worth $2.83M as of Q2 2026.
Walsh & Associates bought 273 NVIDIA shares in Q2 2026, an estimated $56.1K.
NVIDIA made up 2.31% of Walsh & Associates's portfolio in Q2 2026, its #9 holding.
Walsh & Associates first reported a position in NVIDIA in Q4 2025 and has held it in 3 quarters since.
5,922 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Walsh & Associates's 13F filing for Q2 2026, filed 21 Jul 2026.