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Wealth Management Partners’s NVIDIA NVDA Stock Holding History

Wealth Management Partners’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 		$30.6M Sell
153,122
-5,028
-3% -$1.03M 7.21% 2
2026
Q1 		$27.6M Sell
158,150
-10,638
-6% -$1.95M 7.88% 2
2025
Q4 		$31.5M Sell
168,788
-5,854
-3% -$1.09M 8.99% 1
2025
Q3 		$32.6M Sell
174,642
-6,476
-4% -$1.13M 10.35% 1
2025
Q2 		$28.7M Sell
181,118
-692
-0.4% -$87.1K 10.13% 1
2025
Q1 		$19.7M Sell
181,810
-1,492
-0.8% -$189K 9.13% 1
2024
Q4 		$24.6M Sell
183,302
-3,620
-2% -$499K 10.62% 1
2024
Q3 		$22.7M Buy
186,922
+1,031
+0.6% +$122K 10.52% 1
2024
Q2 		$23M Sell
185,891
-5,219
-3% -$528K 11.17% 1
2024
Q1 		$17.3M Sell
191,110
-19,450
-9% -$1.41M 8.77% 2
2023
Q4 		$10.4M Buy
210,560
+3,000
+1% +$139K 5.82% 3
2023
Q3 		$9.03M Sell
207,560
-15,690
-7% -$703K 5.63% 4
2023
Q2 		$9.44M Sell
223,250
-27,690
-11% -$919K 5.94% 3
2023
Q1 		$6.97M Sell
250,940
-9,060
-3% -$196K 4.87% 4
2022
Q4 		$3.77M Buy
260,000
+10,000
+4% +$147K 3.14% 9
2022
Q3 		$3.06M Buy
250,000
+20,000
+9% +$316K 2.69% 11
2022
Q2 		$3.5M Buy
230,000
+20,000
+10% +$377K 3.06% 11
2022
Q1 		$5.82M Buy
210,000
+10,000
+5% +$251K 4.15% 5
2021
Q4 		$6.02M Sell
200,000
-11,600
-5% -$319K 4.13% 6
2021
Q3 		$4.38M Sell
211,600
-12,920
-6% -$268K 3.25% 10
2021
Q2 		$4.49M Buy
224,520
+6,920
+3% +$111K 3.13% 10
2021
Q1 		$3.08M Buy
217,600
+2,000
+0.9% +$26.9K 2.3% 10
2020
Q4 		$2.9M Buy
+215,600
New +$2.89M 2.27% 10

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 Management Partners's NVDA Position: Q2 2026 in Review

Wealth Management Partners reduced its NVIDIA (NVDA) stake by 3.2% in Q2 2026, selling an estimated $1.03M and leaving 153,122 shares worth $30.6M. The position accounts for 7.21% of the portfolio, ranked #2.

Wealth Management Partners first reported a position in NVDA in Q4 2020 and has held it in 23 quarters since. The position peaked at $32.6M in Q3 2025. 5,962 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Wealth Management Partners held 153,122 shares of NVIDIA worth $30.6M as of Q2 2026.
  • Wealth Management Partners sold 5,028 NVIDIA shares in Q2 2026, an estimated $1.03M.
  • NVIDIA made up 7.21% of Wealth Management Partners's portfolio in Q2 2026, its #2 holding.
  • Wealth Management Partners first reported a position in NVIDIA in Q4 2020 and has held it in 23 quarters since.
  • Wealth Management Partners's NVIDIA position peaked at $32.6M in Q3 2025.
  • 5,962 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Wealth Management Partners's 13F filing for Q2 2026, filed 22 Jul 2026.