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Westwood Wealth Management’s NVIDIA NVDA Stock Holding History

Westwood 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
2024
Q3 		– Hold
0
– -$371K – 42
2024
Q2 		– Hold
0
– – – 38
2024
Q1 		– Hold
0
– – – 32
2023
Q4 		– Sell
-460,000
Closed -$20M – 38
2023
Q3 		$20M Buy
460,000
+410,000
+820% +$18.4M 13.24% 3
2023
Q2 		$2.12M Sell
50,000
-50,000
-50% -$1.66M 1.49% 12
2023
Q1 		$2.78M Buy
100,000
+98,000
+4,900% +$2.12M 2.48% 9
2022
Q4 		$29.2K Buy
+2,000
New +$29.3K 0.04% 42
2022
Q2 		– Sell
-500,000
Closed -$13.6M – 50
2022
Q1 		$13.6M Buy
500,000
+363,000
+265% +$9.1M 5.3% 7
2021
Q4 		$4.03M Buy
+137,000
New +$3.77M 1.72% 16

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 $3.38T AUM 44.17% 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

Westwood Wealth Management's NVDA Position: Q2 2026 in Review

Westwood Wealth Management reduced its NVIDIA (NVDA) stake by 1.2% in Q2 2026, selling an estimated $1.42M and leaving 556,854 shares worth $111M. The position accounts for 32.3% of the portfolio, ranked #1.

Westwood Wealth Management first reported a position in NVDA in Q4 2021 and has held it in 19 quarters since. 5,987 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Westwood Wealth Management held 556,854 shares of NVIDIA worth $111M as of Q2 2026.
  • Westwood Wealth Management sold 6,893 NVIDIA shares in Q2 2026, an estimated $1.42M.
  • NVIDIA made up 32.3% of Westwood Wealth Management's portfolio in Q2 2026, its #1 holding.
  • Westwood Wealth Management first reported a position in NVIDIA in Q4 2021 and has held it in 19 quarters since.
  • 5,987 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

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