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Aviso Wealth Management’s NVIDIA NVDA Stock Holding History

Aviso Wealth Management’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 		$13.5M Sell
67,596
-469
-0.7% -$96.4K 4.61% 4
2026
Q1 		$11.9M Sell
68,065
-476
-0.7% -$87.3K 5.35% 2
2025
Q4 		$12.8M Sell
68,541
-2,166
-3% -$403K 5.37% 3
2025
Q3 		$13.2M Sell
70,707
-4,626
-6% -$806K 5.75% 2
2025
Q2 		$11.9M Sell
75,333
-1,185
-2% -$149K 5.56% 3
2025
Q1 		$8.29M Sell
76,518
-1,446
-2% -$183K 4.41% 3
2024
Q4 		$10.5M Sell
77,964
-964
-1% -$133K 5.34% 2
2024
Q3 		$9.59M Sell
78,928
-3,631
-4% -$429K 5.2% 2
2024
Q2 		$10.2M Sell
82,559
-1,461
-2% -$148K 6.05% 2
2024
Q1 		$7.59M Sell
84,020
-1,440
-2% -$104K 4.79% 2
2023
Q4 		$4.23M Buy
+85,460
New +$3.96M 3.07% 7

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

Aviso Wealth Management's NVDA Position: Q2 2026 in Review

Aviso Wealth Management reduced its NVIDIA (NVDA) stake by 0.69% in Q2 2026, selling an estimated $96.4K and leaving 67,596 shares worth $13.5M. The position accounts for 4.61% of the portfolio, ranked #4.

Aviso Wealth Management first reported a position in NVDA in Q4 2023 and has held it in 11 quarters since. 5,980 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Aviso Wealth Management held 67,596 shares of NVIDIA worth $13.5M as of Q2 2026.
  • Aviso Wealth Management sold 469 NVIDIA shares in Q2 2026, an estimated $96.4K.
  • NVIDIA made up 4.61% of Aviso Wealth Management's portfolio in Q2 2026, its #4 holding.
  • Aviso Wealth Management first reported a position in NVIDIA in Q4 2023 and has held it in 11 quarters since.
  • 5,980 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Aviso Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.