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Williams Jones Wealth Management’s NVIDIA NVDA Stock Holding History

Williams Jones 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 		$398M Buy
1,991,485
+50,287
+3% +$10.3M 4.5% 3
2026
Q1 		$339M Buy
1,941,198
+4,576
+0.2% +$840K 4.16% 5
2025
Q4 		$361M Sell
1,936,622
-7,092
-0.4% -$1.32M 4.08% 6
2025
Q3 		$363M Buy
1,943,714
+3,498
+0.2% +$610K 4.15% 6
2025
Q2 		$307M Buy
1,940,216
+41,609
+2% +$5.24M 3.67% 5
2025
Q1 		$206M Sell
1,898,607
-93,180
-5% -$11.8M 2.63% 7
2024
Q4 		$267M Sell
1,991,787
-93,641
-4% -$12.9M 3.23% 5
2024
Q3 		$253M Sell
2,085,428
-30,876
-1% -$3.65M 2.97% 5
2024
Q2 		$261M Buy
2,116,304
+102,404
+5% +$10.4M 3.24% 5
2024
Q1 		$182M Sell
2,013,900
-43,310
-2% -$3.14M 2.32% 10
2023
Q4 		$102M Buy
2,057,210
+94,260
+5% +$4.37M 1.43% 22
2023
Q3 		$85.4M Sell
1,962,950
-67,810
-3% -$3.04M 1.31% 26
2023
Q2 		$85.9M Sell
2,030,760
-86,300
-4% -$2.87M 1.29% 28
2023
Q1 		$58.8M Buy
2,117,060
+80,310
+4% +$1.74M 0.92% 32
2022
Q4 		$29.8M Sell
2,036,750
-89,800
-4% -$1.32M 0.5% 45
2022
Q3 		$25.8M Buy
2,126,550
+102,000
+5% +$1.61M 0.45% 48
2022
Q2 		$30.7M Sell
2,024,550
-69,950
-3% -$1.32M 0.5% 43
2022
Q1 		$57.2M Sell
2,094,500
-111,040
-5% -$2.78M 0.8% 35
2021
Q4 		$64.9M Sell
2,205,540
-17,520
-0.8% -$482K 0.81% 36
2021
Q3 		$46.1M Sell
2,223,060
-11,820
-0.5% -$245K 0.64% 42
2021
Q2 		$44.7M Buy
2,234,880
+93,400
+4% +$1.5M 0.63% 42
2021
Q1 		$28.6M Buy
2,141,480
+520,080
+32% +$6.99M 0.45% 52
2020
Q4 		$21.2M Buy
1,621,400
+22,800
+1% +$305K 0.35% 57
2020
Q3 		$21.6M Sell
1,598,600
-11,440
-0.7% -$133K 0.4% 53
2020
Q2 		$15.3M Buy
1,610,040
+382,960
+31% +$3.1M 0.31% 64
2020
Q1 		$8.09M Sell
1,227,080
-17,000
-1% -$107K 0.21% 77
2019
Q4 		$7.32M Buy
1,244,080
+127,640
+11% +$664K 0.14% 95
2019
Q3 		$4.86M Buy
+1,116,440
New +$4.7M 0.1% 118

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

Williams Jones Wealth Management's NVDA Position: Q2 2026 in Review

Williams Jones Wealth Management increased its NVIDIA (NVDA) stake by 2.6% in Q2 2026, buying an estimated $10.3M and bringing the position to 1,991,485 shares worth $398M. The position accounts for 4.5% of the portfolio, ranked #3.

Williams Jones Wealth Management first reported a position in NVDA in Q3 2019 and has held it in 28 quarters since. 5,982 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Williams Jones Wealth Management held 1,991,485 shares of NVIDIA worth $398M as of Q2 2026.
  • Williams Jones Wealth Management bought 50,287 NVIDIA shares in Q2 2026, an estimated $10.3M.
  • NVIDIA made up 4.5% of Williams Jones Wealth Management's portfolio in Q2 2026, its #3 holding.
  • Williams Jones Wealth Management first reported a position in NVIDIA in Q3 2019 and has held it in 28 quarters since.
  • 5,982 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Williams Jones Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.