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Wealth Enhancement Trust Services’s NVIDIA NVDA Stock Holding History

Wealth Enhancement Trust Services’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 		$25.8M Sell
129,063
-31,012
-19% -$6.38M 2.87% 4
2026
Q1 		$27.9M Buy
160,075
+20,327
+15% +$3.73M 3.38% 4
2025
Q4 		$26.1M Buy
+139,748
New +$26M 3.29% 5

Other funds holding NVDA

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wealth Enhancement Trust Services's NVDA Position: Q2 2026 in Review

Wealth Enhancement Trust Services reduced its NVIDIA (NVDA) stake by 19% in Q2 2026, selling an estimated $6.38M and leaving 129,063 shares worth $25.8M. The position accounts for 2.87% of the portfolio, ranked #4.

Wealth Enhancement Trust Services first reported a position in NVDA in Q4 2025 and has held it in 3 quarters since. The position peaked at $27.9M in Q1 2026. 4,742 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Wealth Enhancement Trust Services held 129,063 shares of NVIDIA worth $25.8M as of Q2 2026.
  • Wealth Enhancement Trust Services sold 31,012 NVIDIA shares in Q2 2026, an estimated $6.38M.
  • NVIDIA made up 2.87% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #4 holding.
  • Wealth Enhancement Trust Services first reported a position in NVIDIA in Q4 2025 and has held it in 3 quarters since.
  • Wealth Enhancement Trust Services's NVIDIA position peaked at $27.9M in Q1 2026.
  • 4,742 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q2 2026, filed 15 Jul 2026.