WorthPointe’s NVIDIA NVDA Stock Holding History

WorthPointe’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	$1.55M	Sell	7,757 -173	-2%	-$35.6K	0.39%	40
2026 Q1	$1.38M	Sell	7,930 -752	-9%	-$138K	0.37%	47
2025 Q4	$1.62M	Buy	8,682 +2,619	+43%	+$487K	0.43%	49
2025 Q3	$1.13M	Buy	6,063 +19	+0.3%	+$3.31K	0.42%	36
2025 Q2	$955K	Sell	6,044 -645	-10%	-$81.2K	0.4%	34
2025 Q1	$725K	Sell	6,689 -530	-7%	-$67.2K	0.32%	39
2024 Q4	$969K	Buy	7,219 +519	+8%	+$71.5K	0.39%	32
2024 Q3	$814K	Buy	6,700 +1,327	+25%	+$157K	0.34%	33
2024 Q2	$664K	Buy	5,373 +1,223	+29%	+$124K	0.3%	37
2024 Q1	$375K	Buy	+4,150	New	+$301K	0.19%	44
2023 Q4	–	Sell	-5,920	Closed	-$258K	–	82
2023 Q3	$258K	Buy	+5,920	New	+$265K	0.15%	57

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

WorthPointe's NVDA Position: Q2 2026 in Review

WorthPointe reduced its NVIDIA (NVDA) stake by 2.2% in Q2 2026, selling an estimated $35.6K and leaving 7,757 shares worth $1.55M. The position accounts for 0.39% of the portfolio, ranked #40.

WorthPointe first reported a position in NVDA in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.62M in Q4 2025. 5,962 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

WorthPointe held 7,757 shares of NVIDIA worth $1.55M as of Q2 2026.
WorthPointe sold 173 NVIDIA shares in Q2 2026, an estimated $35.6K.
NVIDIA made up 0.39% of WorthPointe's portfolio in Q2 2026, its #40 holding.
WorthPointe first reported a position in NVIDIA in Q3 2023 and has held it in 11 quarters since.
WorthPointe's NVIDIA position peaked at $1.62M in Q4 2025.
5,962 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on WorthPointe's 13F filing for Q2 2026, filed 31 Jul 2026.