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Wealth Management Strategies’s NVIDIA NVDA Stock Holding History

Wealth Management Strategies’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 		$389K Sell
1,944
-199
-9% -$40.9K 0.15% 31
2026
Q1 		$374K Hold
2,143
– – 0.17% 28
2025
Q4 		$400K Sell
2,143
-100
-4% -$18.6K 0.18% 25
2025
Q3 		$419K Sell
2,243
-50
-2% -$8.71K 0.21% 24
2025
Q2 		$362K Sell
2,293
-150
-6% -$18.9K 0.19% 26
2025
Q1 		$265K Sell
2,443
-77
-3% -$9.76K 0.18% 31
2024
Q4 		$338K Buy
+2,520
New +$347K 0.26% 26

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 Strategies's NVDA Position: Q2 2026 in Review

Wealth Management Strategies reduced its NVIDIA (NVDA) stake by 9.3% in Q2 2026, selling an estimated $40.9K and leaving 1,944 shares worth $389K. The position accounts for 0.15% of the portfolio, ranked #31.

Wealth Management Strategies first reported a position in NVDA in Q4 2024 and has held it in 7 quarters since. The position peaked at $419K in Q3 2025. 5,932 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Wealth Management Strategies held 1,944 shares of NVIDIA worth $389K as of Q2 2026.
  • Wealth Management Strategies sold 199 NVIDIA shares in Q2 2026, an estimated $40.9K.
  • NVIDIA made up 0.15% of Wealth Management Strategies's portfolio in Q2 2026, its #31 holding.
  • Wealth Management Strategies first reported a position in NVIDIA in Q4 2024 and has held it in 7 quarters since.
  • Wealth Management Strategies's NVIDIA position peaked at $419K in Q3 2025.
  • 5,932 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Wealth Management Strategies's 13F filing for Q2 2026, filed 17 Aug 2026.