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Balanced Rock Investment Advisors’s NVIDIA NVDA Stock Holding History

Balanced Rock Investment Advisors’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 		$815K Buy
4,073
+1,001
+33% +$206K 0.51% 45
2026
Q1 		$536K Buy
3,072
+1,365
+80% +$250K 0.38% 55
2025
Q4 		$318K Buy
1,707
+240
+16% +$44.7K 0.23% 83
2025
Q3 		$274K Sell
1,467
-165
-10% -$28.8K 0.2% 86
2025
Q2 		$258K Buy
+1,632
New +$205K 0.2% 87

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

Balanced Rock Investment Advisors's NVDA Position: Q2 2026 in Review

Balanced Rock Investment Advisors increased its NVIDIA (NVDA) stake by 33% in Q2 2026, buying an estimated $206K and bringing the position to 4,073 shares worth $815K. The position accounts for 0.51% of the portfolio, ranked #45.

Balanced Rock Investment Advisors first reported a position in NVDA in Q2 2025 and has held it in 5 quarters since. 5,962 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Balanced Rock Investment Advisors held 4,073 shares of NVIDIA worth $815K as of Q2 2026.
  • Balanced Rock Investment Advisors bought 1,001 NVIDIA shares in Q2 2026, an estimated $206K.
  • NVIDIA made up 0.51% of Balanced Rock Investment Advisors's portfolio in Q2 2026, its #45 holding.
  • Balanced Rock Investment Advisors first reported a position in NVIDIA in Q2 2025 and has held it in 5 quarters since.
  • 5,962 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Balanced Rock Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.