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Annex Advisory Services’s NVIDIA NVDA Stock Holding History

Annex Advisory Services’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 		$131M Sell
656,898
-152,852
-19% -$31.4M 2.24% 10
2026
Q1 		$141M Buy
809,750
+91,736
+13% +$16.8M 2.65% 8
2025
Q4 		$134M Buy
718,014
+83,176
+13% +$15.5M 2.56% 8
2025
Q3 		$118M Buy
634,838
+33,420
+6% +$5.83M 2.52% 8
2025
Q2 		$95M Buy
601,418
+57,387
+11% +$7.22M 2.29% 10
2025
Q1 		$59M Buy
544,031
+31,046
+6% +$3.93M 1.67% 16
2024
Q4 		$68.9M Buy
512,985
+118,440
+30% +$16.3M 2.08% 11
2024
Q3 		$47.9M Buy
394,545
+56,840
+17% +$6.71M 1.53% 10
2024
Q2 		$41.7M Buy
337,705
+80,905
+32% +$8.18M 1.47% 10
2024
Q1 		$23.2M Buy
256,800
+8,200
+3% +$594K 0.82% 24
2023
Q4 		$12.3M Sell
248,600
-74,970
-23% -$3.47M 0.51% 43
2023
Q3 		$14.1M Buy
323,570
+46,260
+17% +$2.07M 0.85% 30
2023
Q2 		$11.7M Sell
277,310
-9,640
-3% -$320K 0.65% 34
2023
Q1 		$7.97M Sell
286,950
-69,650
-20% -$1.51M 0.43% 42
2022
Q4 		$5.21M Buy
356,600
+55,940
+19% +$820K 0.29% 57
2022
Q3 		$3.65M Sell
300,660
-39,620
-12% -$626K 0.25% 66
2022
Q2 		$5.16M Buy
340,280
+18,000
+6% +$340K 0.37% 55
2022
Q1 		$8.79M Buy
322,280
+48,610
+18% +$1.22M 0.64% 25
2021
Q4 		$8.05M Buy
273,670
+2,970
+1% +$81.7K 0.55% 28
2021
Q3 		$5.61M Buy
270,700
+1,780
+0.7% +$37K 0.46% 36
2021
Q2 		$5.38M Buy
268,920
+240
+0.1% +$3.85K 0.44% 37
2021
Q1 		$3.59M Sell
268,680
-20,240
-7% -$272K 0.35% 53
2020
Q4 		$3.77M Buy
+288,920
New +$3.87M 0.37% 43

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

Annex Advisory Services's NVDA Position: Q2 2026 in Review

Annex Advisory Services reduced its NVIDIA (NVDA) stake by 19% in Q2 2026, selling an estimated $31.4M and leaving 656,898 shares worth $131M. The position accounts for 2.24% of the portfolio, ranked #10.

Annex Advisory Services first reported a position in NVDA in Q4 2020 and has held it in 23 quarters since. The position peaked at $141M in Q1 2026. 5,962 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Annex Advisory Services held 656,898 shares of NVIDIA worth $131M as of Q2 2026.
  • Annex Advisory Services sold 152,852 NVIDIA shares in Q2 2026, an estimated $31.4M.
  • NVIDIA made up 2.24% of Annex Advisory Services's portfolio in Q2 2026, its #10 holding.
  • Annex Advisory Services first reported a position in NVIDIA in Q4 2020 and has held it in 23 quarters since.
  • Annex Advisory Services's NVIDIA position peaked at $141M in Q1 2026.
  • 5,962 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Annex Advisory Services's 13F filing for Q2 2026, filed 10 Jul 2026.