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Western Pacific Wealth Management’s NVIDIA NVDA Stock Holding History

Western Pacific Wealth Management’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 		$6.68M Sell
33,364
-76
-0.2% -$15.6K 6.04% 6
2026
Q1 		$5.83M Sell
33,440
-155
-0.5% -$28.4K 5.93% 6
2025
Q4 		$6.27M Sell
33,595
-4,664
-12% -$868K 6.07% 7
2025
Q3 		$7.14M Hold
38,259
– – 6.97% 4
2025
Q2 		$6.04M Buy
38,259
+1,223
+3% +$154K 5.8% 6
2025
Q1 		$4.01M Sell
37,036
-2,868
-7% -$363K 3.63% 8
2024
Q4 		$5.36M Sell
39,904
-701
-2% -$96.6K 4.32% 7
2024
Q3 		$4.93M Sell
40,605
-142
-0.3% -$16.8K 3.28% 7
2024
Q2 		$5.03M Buy
40,747
+277
+0.7% +$28K 3.81% 7
2024
Q1 		$3.66M Buy
40,470
+15,660
+63% +$1.14M 2.65% 8
2023
Q4 		$1.23M Buy
24,810
+270
+1% +$12.5K 0.9% 13
2023
Q3 		$1.07M Buy
24,540
+1,950
+9% +$87.4K 0.88% 13
2023
Q2 		$956K Buy
22,590
+4,830
+27% +$160K 0.72% 14
2023
Q1 		$493K Buy
17,760
+8,310
+88% +$180K 0.38% 17
2022
Q4 		$138K Buy
9,450
+1,250
+15% +$18.3K 0.11% 54
2022
Q3 		$99K Sell
8,200
-110
-1% -$1.74K 0.1% 53
2022
Q2 		$125K Sell
8,310
-17,990
-68% -$340K 0.12% 39
2022
Q1 		$717K Sell
26,300
-880
-3% -$22.1K 0.52% 16
2021
Q4 		$799K Buy
+27,180
New +$748K 0.51% 15

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

Western Pacific Wealth Management's NVDA Position: Q2 2026 in Review

Western Pacific Wealth Management reduced its NVIDIA (NVDA) stake by 0.23% in Q2 2026, selling an estimated $15.6K and leaving 33,364 shares worth $6.68M. The position accounts for 6.04% of the portfolio, ranked #6.

Western Pacific Wealth Management first reported a position in NVDA in Q4 2021 and has held it in 19 quarters since. The position peaked at $7.14M in Q3 2025. 5,962 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Western Pacific Wealth Management held 33,364 shares of NVIDIA worth $6.68M as of Q2 2026.
  • Western Pacific Wealth Management sold 76 NVIDIA shares in Q2 2026, an estimated $15.6K.
  • NVIDIA made up 6.04% of Western Pacific Wealth Management's portfolio in Q2 2026, its #6 holding.
  • Western Pacific Wealth Management first reported a position in NVIDIA in Q4 2021 and has held it in 19 quarters since.
  • Western Pacific Wealth Management's NVIDIA position peaked at $7.14M in Q3 2025.
  • 5,962 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Western Pacific Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.