Bell & Brown Wealth Advisors’s NVIDIA NVDA Stock Holding History

Bell & Brown Wealth 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	$1.09M	Buy	5,459 +1	+0%	+$206	0.33%	57
2026 Q1	$952K	Sell	5,458 -805	-13%	-$148K	0.31%	56
2025 Q4	$1.17M	Sell	6,263 -434	-6%	-$80.8K	0.38%	55
2025 Q3	$1.25M	Sell	6,697 -368	-5%	-$64.1K	0.41%	51
2025 Q2	$1.12M	Buy	7,065 +220	+3%	+$27.7K	0.4%	53
2025 Q1	$742K	Sell	6,845 -1,974	-22%	-$250K	0.29%	55
2024 Q4	$1.18M	Sell	8,819 -106	-1%	-$14.6K	0.44%	51
2024 Q3	$1.08M	Buy	8,925 +185	+2%	+$21.9K	0.42%	52
2024 Q2	$1.08M	Buy	8,740 +3,270	+60%	+$331K	0.41%	53
2024 Q1	$495K	Sell	5,470 -250	-4%	-$18.1K	0.21%	58
2023 Q4	$284K	Buy	+5,720	New	+$265K	0.13%	64
2023 Q2	$233K	Buy	+5,490	New	+$182K	0.12%	67

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

Bell & Brown Wealth Advisors's NVDA Position: Q2 2026 in Review

Bell & Brown Wealth Advisors increased its NVIDIA (NVDA) stake by 0.02% in Q2 2026, buying an estimated $206 and bringing the position to 5,459 shares worth $1.09M. The position accounts for 0.33% of the portfolio, ranked #57.

Bell & Brown Wealth Advisors first reported a position in NVDA in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.25M in Q3 2025. 5,962 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

Bell & Brown Wealth Advisors held 5,459 shares of NVIDIA worth $1.09M as of Q2 2026.
Bell & Brown Wealth Advisors bought 1 NVIDIA share in Q2 2026, an estimated $206.
NVIDIA made up 0.33% of Bell & Brown Wealth Advisors's portfolio in Q2 2026, its #57 holding.
Bell & Brown Wealth Advisors first reported a position in NVIDIA in Q2 2023 and has held it in 12 quarters since.
Bell & Brown Wealth Advisors's NVIDIA position peaked at $1.25M in Q3 2025.
5,962 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Bell & Brown Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.