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West Wealth Group’s NVIDIA NVDA Stock Holding History

West Wealth Group’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 		$7.79M Buy
38,932
+1,338
+4% +$275K 1.27% 17
2026
Q1 		$6.56M Buy
37,594
+3,475
+10% +$638K 1.3% 18
2025
Q4 		$6.36M Buy
34,119
+2,125
+7% +$396K 1.32% 17
2025
Q3 		$5.75M Buy
31,994
+5,149
+19% +$898K 1.3% 17
2025
Q2 		$4.82M Sell
26,845
-2,797
-9% -$352K 1.2% 19
2025
Q1 		$3.27M Sell
29,642
-122
-0.4% -$15.5K 0.97% 19
2024
Q4 		$4M Buy
29,764
+10,183
+52% +$1.4M 1.19% 15
2024
Q3 		$2.38M Buy
19,581
+1,342
+7% +$159K 0.77% 19
2024
Q2 		$2.25M Sell
18,239
-131
-0.7% -$13.2K 0.8% 20
2024
Q1 		$1.66M Buy
18,370
+10
+0.1% +$725 0.62% 25
2023
Q4 		$909K Buy
18,360
+320
+2% +$14.8K 0.36% 29
2023
Q3 		$785K Sell
18,040
-2,820
-14% -$126K 0.34% 30
2023
Q2 		$882K Buy
20,860
+910
+5% +$30.2K 0.37% 25
2023
Q1 		$554K Buy
19,950
+1,860
+10% +$40.3K 0.26% 27
2022
Q4 		$264K Sell
18,090
-630
-3% -$9.24K 0.13% 54
2022
Q3 		$227K Buy
18,720
+700
+4% +$11.1K 0.12% 53
2022
Q2 		$273K Buy
18,020
+1,000
+6% +$18.9K 0.13% 48
2022
Q1 		$464K Buy
17,020
+2,260
+15% +$56.7K 0.18% 34
2021
Q4 		$434K Buy
+14,760
New +$406K 0.16% 35

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

West Wealth Group's NVDA Position: Q2 2026 in Review

West Wealth Group increased its NVIDIA (NVDA) stake by 3.6% in Q2 2026, buying an estimated $275K and bringing the position to 38,932 shares worth $7.79M. The position accounts for 1.27% of the portfolio, ranked #17.

West Wealth Group first reported a position in NVDA in Q4 2021 and has held it in 19 quarters since. 5,962 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • West Wealth Group held 38,932 shares of NVIDIA worth $7.79M as of Q2 2026.
  • West Wealth Group bought 1,338 NVIDIA shares in Q2 2026, an estimated $275K.
  • NVIDIA made up 1.27% of West Wealth Group's portfolio in Q2 2026, its #17 holding.
  • West Wealth Group first reported a position in NVIDIA in Q4 2021 and has held it in 19 quarters since.
  • 5,962 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on West Wealth Group's 13F filing for Q2 2026, filed 6 Aug 2026.