AWE
NVDA icon

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 		$20K Hold
100
– – ﹤0.01% 739
2026
Q1 		$17.4K Buy
+100
New +$18.3K ﹤0.01% 675
2024
Q3 		– Sell
-20,000
Closed -$2.47M – 524
2024
Q2 		$2.47M Buy
+20,000
New +$2.02M 0.1% 104

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

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.