Winter & Associates’s NVIDIA NVDA Stock Holding History

Winter & Associates’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	$3.52M	Sell	17,603 -1,058	-6%	-$218K	2.65%	13
2026 Q1	$3.31M	Buy	18,661 +143	+0.8%	+$26.2K	2.9%	13
2025 Q4	$3.45M	Buy	+18,518	New	+$3.45M	3.19%	10

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

Winter & Associates's NVDA Position: Q2 2026 in Review

Winter & Associates reduced its NVIDIA (NVDA) stake by 5.7% in Q2 2026, selling an estimated $218K and leaving 17,603 shares worth $3.52M. The position accounts for 2.65% of the portfolio, ranked #13.

Winter & Associates first reported a position in NVDA in Q4 2025 and has held it in 3 quarters since. 5,951 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

Winter & Associates held 17,603 shares of NVIDIA worth $3.52M as of Q2 2026.
Winter & Associates sold 1,058 NVIDIA shares in Q2 2026, an estimated $218K.
NVIDIA made up 2.65% of Winter & Associates's portfolio in Q2 2026, its #13 holding.
Winter & Associates first reported a position in NVIDIA in Q4 2025 and has held it in 3 quarters since.
5,951 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Winter & Associates's 13F filing for Q2 2026, filed 9 Jul 2026.