Whitaker-Myers Wealth Managers’s NVIDIA NVDA Stock Holding History

Whitaker-Myers Wealth Managers’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	$2.75M	Sell	13,748 -325	-2%	-$66.8K	0.46%	29
2026 Q1	$2.45M	Sell	14,073 -275	-2%	-$50.5K	0.49%	30
2025 Q4	$2.68M	Sell	14,348 -13,160	-48%	-$2.45M	0.56%	26
2025 Q3	$5.13M	Buy	27,508 +3,143	+13%	+$548K	1.12%	20
2025 Q2	$3.85M	Sell	24,365 -734	-3%	-$92.4K	0.97%	17
2025 Q1	$2.72M	Buy	25,099 +2,923	+13%	+$370K	0.76%	21
2024 Q4	$2.98M	Buy	22,176 +1,395	+7%	+$192K	0.87%	21
2024 Q3	$2.52M	Sell	20,781 -1,272	-6%	-$150K	0.84%	20
2024 Q2	$2.72M	Buy	22,053 +2,523	+13%	+$255K	1.01%	19
2024 Q1	$1.76M	Buy	19,530 +4,040	+26%	+$293K	0.74%	22
2023 Q4	$767K	Buy	15,490 +10,450	+207%	+$484K	0.38%	43
2023 Q3	$219K	Buy	+5,040	New	+$226K	0.14%	69

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

Whitaker-Myers Wealth Managers's NVDA Position: Q2 2026 in Review

Whitaker-Myers Wealth Managers reduced its NVIDIA (NVDA) stake by 2.3% in Q2 2026, selling an estimated $66.8K and leaving 13,748 shares worth $2.75M. The position accounts for 0.46% of the portfolio, ranked #29.

Whitaker-Myers Wealth Managers first reported a position in NVDA in Q3 2023 and has held it in 12 quarters since. The position peaked at $5.13M in Q3 2025. 5,955 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

Whitaker-Myers Wealth Managers held 13,748 shares of NVIDIA worth $2.75M as of Q2 2026.
Whitaker-Myers Wealth Managers sold 325 NVIDIA shares in Q2 2026, an estimated $66.8K.
NVIDIA made up 0.46% of Whitaker-Myers Wealth Managers's portfolio in Q2 2026, its #29 holding.
Whitaker-Myers Wealth Managers first reported a position in NVIDIA in Q3 2023 and has held it in 12 quarters since.
Whitaker-Myers Wealth Managers's NVIDIA position peaked at $5.13M in Q3 2025.
5,955 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Whitaker-Myers Wealth Managers's 13F filing for Q2 2026, filed 9 Jul 2026.