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Whipplewood Advisors’s NVIDIA NVDA Stock Holding History

Whipplewood Advisors’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 		$106K Sell
532
-12,291
-96% -$2.53M 0.07% 109
2026
Q1 		$2.24M Buy
12,823
+3,991
+45% +$732K 1.16% 19
2025
Q4 		$1.65M Buy
8,832
+257
+3% +$47.8K 1.06% 26
2025
Q3 		$1.6M Sell
8,575
-11,138
-57% -$1.94M 1.05% 25
2025
Q2 		$3.11M Buy
19,713
+1,245
+7% +$157K 1.71% 12
2025
Q1 		$2.06M Sell
18,468
-2,558
-12% -$324K 1.22% 19
2024
Q4 		$2.82M Buy
+21,026
New +$2.9M 1.61% 10

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

Whipplewood Advisors's NVDA Position: Q2 2026 in Review

Whipplewood Advisors reduced its NVIDIA (NVDA) stake by 96% in Q2 2026, selling an estimated $2.53M and leaving 532 shares worth $106K. The position accounts for 0.07% of the portfolio, ranked #109.

Whipplewood Advisors first reported a position in NVDA in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.11M in Q2 2025. 5,955 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Whipplewood Advisors held 532 shares of NVIDIA worth $106K as of Q2 2026.
  • Whipplewood Advisors sold 12,291 NVIDIA shares in Q2 2026, an estimated $2.53M.
  • NVIDIA made up 0.07% of Whipplewood Advisors's portfolio in Q2 2026, its #109 holding.
  • Whipplewood Advisors first reported a position in NVIDIA in Q4 2024 and has held it in 7 quarters since.
  • Whipplewood Advisors's NVIDIA position peaked at $3.11M in Q2 2025.
  • 5,955 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.