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WJ Wealth Management’s NVIDIA NVDA Stock Holding History

WJ 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 		$9.34M Sell
46,703
-9
-0% -$1.85K 3.69% 8
2026
Q1 		$8.15M Sell
46,712
-55
-0.1% -$10.1K 3.81% 8
2025
Q4 		$8.72M Sell
46,767
-994
-2% -$185K 3.82% 8
2025
Q3 		$9.67M Sell
47,761
-47,767
-50% -$8.33M 4.25% 7
2025
Q2 		$15.1M Sell
95,528
-9,562
-9% -$1.2M 4.76% 6
2025
Q1 		$11.4M Sell
105,090
-17,566
-14% -$2.23M 4.03% 8
2024
Q4 		$16.5M Buy
122,656
+492
+0.4% +$67.8K 5.67% 4
2024
Q3 		$14.8M Sell
122,164
-11,076
-8% -$1.31M 5.22% 6
2024
Q2 		$16.5M Buy
133,240
+11,200
+9% +$1.13M 5.99% 4
2024
Q1 		$11M Buy
122,040
+4,840
+4% +$351K 4.39% 8
2023
Q4 		$5.8M Buy
117,200
+4,680
+4% +$217K 2.52% 11
2023
Q3 		$4.89M Buy
112,520
+2,100
+2% +$94.1K 2.38% 13
2023
Q2 		$4.67M Buy
110,420
+77,190
+232% +$2.56M 2.21% 13
2023
Q1 		$923K Sell
33,230
-33,230
-50% -$719K 0.62% 30
2022
Q4 		$971K Hold
66,460
– – 0.56% 28
2022
Q3 		$805K Sell
66,460
-300
-0.4% -$4.74K 0.5% 29
2022
Q2 		$1.01M Buy
66,760
+33,300
+100% +$629K 0.72% 21
2022
Q1 		$913K Buy
33,460
+10
+0% +$251 0.61% 22
2021
Q4 		$984K Buy
33,450
+1,240
+4% +$34.1K 0.59% 24
2021
Q3 		$667K Buy
32,210
+90
+0.3% +$1.87K 0.44% 31
2021
Q2 		$642K Sell
32,120
-1,120
-3% -$18K 1.99% 13
2021
Q1 		$444K Sell
33,240
-4,000
-11% -$53.8K 1.38% 22
2020
Q4 		$486K Buy
37,240
+1,120
+3% +$15K 1.51% 19
2020
Q3 		$489K Sell
36,120
-41,480
-53% -$483K 1.58% 15
2020
Q2 		$738K Buy
77,600
+37,960
+96% +$307K 0.52% 26
2020
Q1 		$261K Buy
39,640
+3,360
+9% +$21.2K 0.94% 20
2019
Q4 		$213K Buy
+36,280
New +$189K 0.54% 33

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

WJ Wealth Management's NVDA Position: Q2 2026 in Review

WJ Wealth Management reduced its NVIDIA (NVDA) stake by 0.02% in Q2 2026, selling an estimated $1.85K and leaving 46,703 shares worth $9.34M. The position accounts for 3.69% of the portfolio, ranked #8.

WJ Wealth Management first reported a position in NVDA in Q4 2019 and has held it in 27 quarters since. The position peaked at $16.5M in Q4 2024. 5,962 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • WJ Wealth Management held 46,703 shares of NVIDIA worth $9.34M as of Q2 2026.
  • WJ Wealth Management sold 9 NVIDIA shares in Q2 2026, an estimated $1.85K.
  • NVIDIA made up 3.69% of WJ Wealth Management's portfolio in Q2 2026, its #8 holding.
  • WJ Wealth Management first reported a position in NVIDIA in Q4 2019 and has held it in 27 quarters since.
  • WJ Wealth Management's NVIDIA position peaked at $16.5M in Q4 2024.
  • 5,962 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on WJ Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.