Avidian Wealth Enterprises’s NVIDIA NVDA Stock Holding History

Avidian Wealth Enterprises’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	$600K	Sell	3,000 -2,000	-40%	-$411K	0.02%	431
2026 Q1	$872K	Buy	+5,000	New	+$917K	0.03%	309
2024 Q3	–	Sell	-2,340,000	Closed	-$289M	–	523
2024 Q2	$289M	Buy	2,340,000 +740,000	+46%	+$74.8M	12%	1
2024 Q1	$145M	Buy	1,600,000 +1,195,000	+295%	+$86.6M	7.01%	2
2023 Q4	$20.1M	Buy	405,000 +193,000	+91%	+$8.94M	1.23%	15
2023 Q3	$1.02M	Buy	+212,000	New	+$9.5M	0.07%	160
2022 Q1	–	Sell	-4,000	Closed	-$118K	–	554
2021 Q4	$118K	Buy	+4,000	New	+$110K	0.01%	506
2021 Q3	–	Sell	-100,000	Closed	-$424K	–	414
2021 Q2	$424K	Buy	+100,000	New	+$1.6M	0.03%	252

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

Avidian Wealth Enterprises's NVDA Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its NVIDIA (NVDA) stake by 5.2% in Q2 2026, buying an estimated $5.12M and bringing the position to 505,177 shares worth $101M. The position accounts for 2.8% of the portfolio, ranked #5.

Avidian Wealth Enterprises first reported a position in NVDA in Q3 2020 and has held it in 24 quarters since. The position peaked at $125M in Q2 2024. 5,962 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

Avidian Wealth Enterprises held 505,177 shares of NVIDIA worth $101M as of Q2 2026.
Avidian Wealth Enterprises bought 24,904 NVIDIA shares in Q2 2026, an estimated $5.12M.
NVIDIA made up 2.8% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #5 holding.
Avidian Wealth Enterprises first reported a position in NVIDIA in Q3 2020 and has held it in 24 quarters since.
Avidian Wealth Enterprises's NVIDIA position peaked at $125M in Q2 2024.
5,962 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.