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Wealthspan Partners’s NVIDIA NVDA Stock Holding History

Wealthspan 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 		$1.85M Sell
9,249
-444
-5% -$91.3K 0.58% 37
2026
Q1 		$1.69M Buy
9,693
+40
+0.4% +$7.34K 0.6% 37
2025
Q4 		$1.8M Buy
9,653
+127
+1% +$23.6K 0.65% 36
2025
Q3 		$1.78M Sell
9,526
-44
-0.5% -$7.67K 0.68% 33
2025
Q2 		$1.51M Buy
9,570
+307
+3% +$38.6K 0.63% 35
2025
Q1 		$1M Buy
9,263
+1,346
+17% +$171K 0.46% 40
2024
Q4 		$1.06M Sell
7,917
-294
-4% -$40.5K 0.51% 36
2024
Q3 		$997K Buy
8,211
+183
+2% +$21.6K 0.49% 38
2024
Q2 		$992K Buy
8,028
+568
+8% +$57.4K 0.55% 34
2024
Q1 		$674K Buy
7,460
+340
+5% +$24.6K 0.4% 46
2023
Q4 		$353K Sell
7,120
-960
-12% -$44.5K 0.25% 60
2023
Q3 		$351K Buy
8,080
+210
+3% +$9.41K 0.28% 58
2023
Q2 		$333K Buy
+7,870
New +$261K 0.26% 59
2022
Q3 		– Sell
-18,820
Closed -$285K – 66
2022
Q2 		$285K Buy
18,820
+7,420
+65% +$140K 0.29% 55
2022
Q1 		$311K Sell
11,400
-850
-7% -$21.3K 0.28% 58
2021
Q4 		$360K Buy
+12,250
New +$337K 0.32% 51

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

Wealthspan Partners's NVDA Position: Q2 2026 in Review

Wealthspan Partners reduced its NVIDIA (NVDA) stake by 4.6% in Q2 2026, selling an estimated $91.3K and leaving 9,249 shares worth $1.85M. The position accounts for 0.58% of the portfolio, ranked #37.

Wealthspan Partners first reported a position in NVDA in Q4 2021 and has held it in 16 quarters since. 5,962 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Wealthspan Partners held 9,249 shares of NVIDIA worth $1.85M as of Q2 2026.
  • Wealthspan Partners sold 444 NVIDIA shares in Q2 2026, an estimated $91.3K.
  • NVIDIA made up 0.58% of Wealthspan Partners's portfolio in Q2 2026, its #37 holding.
  • Wealthspan Partners first reported a position in NVIDIA in Q4 2021 and has held it in 16 quarters since.
  • 5,962 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Wealthspan Partners's 13F filing for Q2 2026, filed 6 Aug 2026.