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Adapt Wealth Advisors’s NVIDIA NVDA Stock Holding History

Adapt Wealth Advisors’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 		$4.59M Sell
22,960
-2,941
-11% -$605K 1.5% 15
2026
Q1 		$4.52M Sell
25,901
-268
-1% -$49.2K 1.64% 15
2025
Q4 		$4.88M Sell
26,169
-804
-3% -$150K 1.68% 15
2025
Q3 		$5.03M Buy
26,973
+19,113
+243% +$3.33M 1.86% 13
2025
Q2 		$1.24M Sell
7,860
-5
-0.1% -$629 0.56% 27
2025
Q1 		$852K Sell
7,865
-1,055
-12% -$134K 0.42% 32
2024
Q4 		$1.2M Sell
8,920
-620
-6% -$85.5K 0.59% 31
2024
Q3 		$1.16M Sell
9,540
-200
-2% -$23.6K 0.62% 30
2024
Q2 		$1.2M Buy
9,740
+3,740
+62% +$378K 0.75% 29
2024
Q1 		$542K Buy
+6,000
New +$435K 0.39% 34

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

Adapt Wealth Advisors's NVDA Position: Q2 2026 in Review

Adapt Wealth Advisors reduced its NVIDIA (NVDA) stake by 11% in Q2 2026, selling an estimated $605K and leaving 22,960 shares worth $4.59M. The position accounts for 1.5% of the portfolio, ranked #15.

Adapt Wealth Advisors first reported a position in NVDA in Q1 2024 and has held it in 10 quarters since. The position peaked at $5.03M in Q3 2025. 5,962 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Adapt Wealth Advisors held 22,960 shares of NVIDIA worth $4.59M as of Q2 2026.
  • Adapt Wealth Advisors sold 2,941 NVIDIA shares in Q2 2026, an estimated $605K.
  • NVIDIA made up 1.5% of Adapt Wealth Advisors's portfolio in Q2 2026, its #15 holding.
  • Adapt Wealth Advisors first reported a position in NVIDIA in Q1 2024 and has held it in 10 quarters since.
  • Adapt Wealth Advisors's NVIDIA position peaked at $5.03M in Q3 2025.
  • 5,962 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Adapt Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.