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Wealth Forward LLC’s NVIDIA NVDA Stock Holding History

Wealth Forward LLC’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 		$583K Buy
2,915
+23
+0.8% +$4.73K 0.29% 27
2026
Q1 		$504K Buy
2,892
+11
+0.4% +$2.02K 0.28% 25
2025
Q4 		$537K Buy
2,881
+860
+43% +$160K 0.3% 24
2025
Q3 		$377K Buy
2,021
+626
+45% +$109K 0.22% 27
2025
Q2 		$220K Buy
+1,395
New +$176K 0.15% 33

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 Forward LLC's NVDA Position: Q2 2026 in Review

Wealth Forward LLC increased its NVIDIA (NVDA) stake by 0.8% in Q2 2026, buying an estimated $4.73K and bringing the position to 2,915 shares worth $583K. The position accounts for 0.29% of the portfolio, ranked #27.

Wealth Forward LLC first reported a position in NVDA in Q2 2025 and has held it in 5 quarters since. 5,968 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Wealth Forward LLC held 2,915 shares of NVIDIA worth $583K as of Q2 2026.
  • Wealth Forward LLC bought 23 NVIDIA shares in Q2 2026, an estimated $4.73K.
  • NVIDIA made up 0.29% of Wealth Forward LLC's portfolio in Q2 2026, its #27 holding.
  • Wealth Forward LLC first reported a position in NVIDIA in Q2 2025 and has held it in 5 quarters since.
  • 5,968 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Wealth Forward LLC's 13F filing for Q2 2026, filed 29 Jul 2026.