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Waypoint Wealth Counsel’s NVIDIA NVDA Stock Holding History

Waypoint Wealth Counsel’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 		$2.8M Sell
13,995
-7,431
-35% -$1.53M 1.75% 11
2026
Q1 		$3.74M Sell
21,426
-9,091
-30% -$1.67M 1.93% 11
2025
Q4 		$5.69M Buy
30,517
+1,408
+5% +$262K 2.09% 10
2025
Q3 		$5.43M Buy
29,109
+1,756
+6% +$306K 2.14% 10
2025
Q2 		$4.32M Buy
27,353
+2,481
+10% +$312K 2.14% 10
2025
Q1 		$2.7M Buy
24,872
+3,723
+18% +$472K 1.69% 13
2024
Q4 		$2.84M Buy
21,149
+319
+2% +$44K 1.85% 13
2024
Q3 		$2.53M Buy
20,830
+2,852
+16% +$337K 1.7% 14
2024
Q2 		$2.22M Sell
17,978
-472
-3% -$47.7K 1.7% 14
2024
Q1 		$1.67M Buy
18,450
+7,890
+75% +$572K 1.29% 19
2023
Q4 		$523K Buy
10,560
+60
+0.6% +$2.78K 0.45% 45
2023
Q3 		$457K Buy
10,500
+690
+7% +$30.9K 0.43% 45
2023
Q2 		$415K Sell
9,810
-4,490
-31% -$149K 0.37% 49
2023
Q1 		$397K Buy
+14,300
New +$309K 0.31% 57

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

Waypoint Wealth Counsel's NVDA Position: Q2 2026 in Review

Waypoint Wealth Counsel reduced its NVIDIA (NVDA) stake by 35% in Q2 2026, selling an estimated $1.53M and leaving 13,995 shares worth $2.8M. The position accounts for 1.75% of the portfolio, ranked #11.

Waypoint Wealth Counsel first reported a position in NVDA in Q1 2023 and has held it in 14 quarters since. The position peaked at $5.69M in Q4 2025. 5,964 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Waypoint Wealth Counsel held 13,995 shares of NVIDIA worth $2.8M as of Q2 2026.
  • Waypoint Wealth Counsel sold 7,431 NVIDIA shares in Q2 2026, an estimated $1.53M.
  • NVIDIA made up 1.75% of Waypoint Wealth Counsel's portfolio in Q2 2026, its #11 holding.
  • Waypoint Wealth Counsel first reported a position in NVIDIA in Q1 2023 and has held it in 14 quarters since.
  • Waypoint Wealth Counsel's NVIDIA position peaked at $5.69M in Q4 2025.
  • 5,964 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

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