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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
2022
Q3 		– Sell
-30,000
Closed -$6K – 98
2022
Q2 		$6K Buy
+30,000
New +$566K 0.01% 94

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.