Wharton Business Group’s NVIDIA NVDA Stock Holding History

Wharton Business 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	$3.12M	Buy	15,606 +105	+0.7%	+$21.6K	0.1%	64
2026 Q1	$2.7M	Buy	15,501 +1,215	+9%	+$223K	0.1%	64
2025 Q4	$2.66M	Sell	14,286 -1,425	-9%	-$265K	0.1%	63
2025 Q3	$2.93M	Hold	15,711	–	–	0.13%	61
2025 Q2	$2.48M	Buy	15,711 +1,560	+11%	+$196K	0.1%	64
2025 Q1	$1.53M	Hold	14,151	–	–	0.07%	69
2024 Q4	$1.9M	Sell	14,151 -1,115	-7%	-$154K	0.09%	66
2024 Q3	$1.85M	Sell	15,266 -440	-3%	-$52K	0.08%	71
2024 Q2	$1.94M	Buy	15,706 +1,656	+12%	+$167K	0.1%	65
2024 Q1	$1.27M	Hold	14,050	–	–	0.06%	72
2023 Q4	$696K	Sell	14,050 -2,350	-14%	-$109K	0.04%	84
2023 Q3	$713K	Hold	16,400	–	–	0.04%	85
2023 Q2	$694K	Sell	16,400 -2,500	-13%	-$83K	0.05%	80
2023 Q1	$524K	Hold	18,900	–	–	0.03%	89
2022 Q4	$276K	Hold	18,900	–	–	0.02%	122
2022 Q3	$229K	Hold	18,900	–	–	0.02%	121
2022 Q2	$287K	Hold	18,900	–	–	0.02%	109
2022 Q1	$516K	Hold	18,900	–	–	0.03%	84
2021 Q4	$556K	Sell	18,900 -3,100	-14%	-$85.3K	0.03%	89
2021 Q3	$456K	Hold	22,000	–	–	0.05%	47
2021 Q2	$440K	Hold	22,000	–	–	0.03%	84
2021 Q1	$294K	Hold	22,000	–	–	0.02%	102
2020 Q4	$287K	Hold	22,000	–	–	0.02%	101
2020 Q3	$298K	Hold	22,000	–	–	0.03%	91
2020 Q2	$209K	Buy	+22,000	New	+$178K	0.02%	107

Other funds holding NVDA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wharton Business Group's NVDA Position: Q2 2026 in Review

Wharton Business Group increased its NVIDIA (NVDA) stake by 0.68% in Q2 2026, buying an estimated $21.6K and bringing the position to 15,606 shares worth $3.12M. The position accounts for 0.1% of the portfolio, ranked #64.

Wharton Business Group first reported a position in NVDA in Q2 2020 and has held it in 25 quarters since. 5,943 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

Wharton Business Group held 15,606 shares of NVIDIA worth $3.12M as of Q2 2026.
Wharton Business Group bought 105 NVIDIA shares in Q2 2026, an estimated $21.6K.
NVIDIA made up 0.1% of Wharton Business Group's portfolio in Q2 2026, its #64 holding.
Wharton Business Group first reported a position in NVIDIA in Q2 2020 and has held it in 25 quarters since.
5,943 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Wharton Business Group's 13F filing for Q2 2026, filed 10 Aug 2026.