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Advisor OS’s NVIDIA NVDA Stock Holding History

Advisor OS’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 		$29.4M Sell
147,120
-686
-0.5% -$141K 1.96% 10
2026
Q1 		$25.8M Buy
147,806
+6,784
+5% +$1.24M 1.87% 11
2025
Q4 		$26.3M Sell
141,022
-4,290
-3% -$799K 2.12% 10
2025
Q3 		$27.1M Buy
145,312
+6,302
+5% +$1.1M 2.34% 10
2025
Q2 		$22M Buy
139,010
+12,050
+9% +$1.52M 2.16% 10
2025
Q1 		$13.8M Buy
126,960
+1,789
+1% +$227K 1.57% 16
2024
Q4 		$16.8M Sell
125,171
-581
-0.5% -$80.1K 1.95% 12
2024
Q3 		$15.3M Buy
125,752
+6,301
+5% +$744K 1.52% 19
2024
Q2 		$14.8M Sell
119,451
-14,629
-11% -$1.48M 1.62% 15
2024
Q1 		$12.1M Buy
134,080
+7,280
+6% +$528K 1.39% 16
2023
Q4 		$6.28M Sell
126,800
-5,430
-4% -$252K 0.82% 22
2023
Q3 		$5.75M Buy
132,230
+13,020
+11% +$583K 0.86% 23
2023
Q2 		$5.04M Buy
119,210
+17,790
+18% +$591K 0.83% 23
2023
Q1 		$2.82M Buy
101,420
+18,710
+23% +$405K 0.68% 32
2022
Q4 		$1.21M Buy
82,710
+14,900
+22% +$219K 0.32% 78
2022
Q3 		$823K Sell
67,810
-10,420
-13% -$165K 0.25% 82
2022
Q2 		$1.19M Sell
78,230
-2,100
-3% -$39.6K 0.35% 62
2022
Q1 		$2.19M Sell
80,330
-10,500
-12% -$263K 0.64% 33
2021
Q4 		$2.67M Buy
90,830
+4,790
+6% +$132K 0.55% 44
2021
Q3 		$1.78M Buy
86,040
+1,440
+2% +$29.9K 0.39% 60
2021
Q2 		$1.69M Buy
+84,600
New +$1.36M 0.35% 55

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

Advisor OS's NVDA Position: Q2 2026 in Review

Advisor OS reduced its NVIDIA (NVDA) stake by 0.46% in Q2 2026, selling an estimated $141K and leaving 147,120 shares worth $29.4M. The position accounts for 1.96% of the portfolio, ranked #10.

Advisor OS first reported a position in NVDA in Q2 2021 and has held it in 21 quarters since. 5,962 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Advisor OS held 147,120 shares of NVIDIA worth $29.4M as of Q2 2026.
  • Advisor OS sold 686 NVIDIA shares in Q2 2026, an estimated $141K.
  • NVIDIA made up 1.96% of Advisor OS's portfolio in Q2 2026, its #10 holding.
  • Advisor OS first reported a position in NVIDIA in Q2 2021 and has held it in 21 quarters since.
  • 5,962 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.