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Wealth Effects’s NVIDIA NVDA Stock Holding History

Wealth Effects’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 		$31.5M Buy
157,193
+150
+0.1% +$30.8K 8.49% 1
2026
Q1 		$27.4M Sell
157,043
-1,436
-0.9% -$263K 9.71% 1
2025
Q4 		$29.6M Sell
158,479
-5,348
-3% -$995K 9.24% 2
2025
Q3 		$30.6M Sell
163,827
-10,858
-6% -$1.89M 9.83% 2
2025
Q2 		$27.6M Sell
174,685
-6,674
-4% -$840K 10.33% 1
2025
Q1 		$19.7M Sell
181,359
-13,792
-7% -$1.75M 8.26% 1
2024
Q4 		$26.2M Sell
195,151
-5,166
-3% -$712K 9.31% 1
2024
Q3 		$24.3M Sell
200,317
-18,711
-9% -$2.21M 8.52% 2
2024
Q2 		$27.1M Sell
219,028
-1,802
-0.8% -$182K 9.81% 2
2024
Q1 		$20M Sell
220,830
-26,630
-11% -$1.93M 7.36% 2
2023
Q4 		$12.3M Buy
247,460
+8,250
+3% +$382K 4.61% 3
2023
Q3 		$10.4M Sell
239,210
-7,040
-3% -$315K 5.14% 3
2023
Q2 		$10.4M Sell
246,250
-8,850
-3% -$294K 4.58% 3
2023
Q1 		$7.09M Buy
255,100
+1,430
+0.6% +$30.9K 3.63% 3
2022
Q4 		$3.71M Sell
253,670
-13,460
-5% -$197K 2.12% 8
2022
Q3 		$3.24M Sell
267,130
-9,180
-3% -$145K 1.98% 11
2022
Q2 		$4.19M Sell
276,310
-4,050
-1% -$76.4K 2.52% 6
2022
Q1 		$7.65M Buy
280,360
+10,940
+4% +$274K 3.57% 4
2021
Q4 		$7.92M Buy
+269,420
New +$7.41M 3.29% 5

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

Wealth Effects's NVDA Position: Q2 2026 in Review

Wealth Effects increased its NVIDIA (NVDA) stake by 0.1% in Q2 2026, buying an estimated $30.8K and bringing the position to 157,193 shares worth $31.5M. The position accounts for 8.49% of the portfolio, ranked #1.

Wealth Effects first reported a position in NVDA in Q4 2021 and has held it in 19 quarters since. 5,933 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Wealth Effects held 157,193 shares of NVIDIA worth $31.5M as of Q2 2026.
  • Wealth Effects bought 150 NVIDIA shares in Q2 2026, an estimated $30.8K.
  • NVIDIA made up 8.49% of Wealth Effects's portfolio in Q2 2026, its #1 holding.
  • Wealth Effects first reported a position in NVIDIA in Q4 2021 and has held it in 19 quarters since.
  • 5,933 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Wealth Effects's 13F filing for Q2 2026, filed 6 Aug 2026.