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Blue Zone Wealth Advisors’s NVIDIA NVDA Stock Holding History

Blue Zone 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 		$25.9M Buy
129,666
+22,893
+21% +$4.71M 4.53% 6
2026
Q1 		$18.6M Sell
106,773
-1,485
-1% -$272K 3.79% 6
2025
Q4 		$20.2M Buy
108,258
+326
+0.3% +$60.7K 3.86% 5
2025
Q3 		$20.1M Buy
107,932
+82,048
+317% +$14.3M 4.02% 2
2025
Q2 		$4.09M Buy
25,884
+3,979
+18% +$501K 1.02% 48
2025
Q1 		$2.37M Sell
21,905
-496
-2% -$62.9K 0.66% 54
2024
Q4 		$3.01M Buy
22,401
+540
+2% +$74.4K 0.87% 51
2024
Q3 		$2.65M Buy
21,861
+15,061
+221% +$1.78M 0.83% 50
2024
Q2 		$840K Buy
6,800
+360
+6% +$36.4K 0.29% 61
2024
Q1 		$582K Buy
6,440
+250
+4% +$18.1K 0.2% 64
2023
Q4 		$307K Hold
6,190
– – 0.12% 69
2023
Q3 		$269K Buy
+6,190
New +$277K 0.12% 68

Other funds holding NVDA

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM

Blue Zone Wealth Advisors's NVDA Position: Q2 2026 in Review

Blue Zone Wealth Advisors increased its NVIDIA (NVDA) stake by 21% in Q2 2026, buying an estimated $4.71M and bringing the position to 129,666 shares worth $25.9M. The position accounts for 4.53% of the portfolio, ranked #6.

Blue Zone Wealth Advisors first reported a position in NVDA in Q3 2023 and has held it in 12 quarters since. 1,080 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Blue Zone Wealth Advisors held 129,666 shares of NVIDIA worth $25.9M as of Q2 2026.
  • Blue Zone Wealth Advisors bought 22,893 NVIDIA shares in Q2 2026, an estimated $4.71M.
  • NVIDIA made up 4.53% of Blue Zone Wealth Advisors's portfolio in Q2 2026, its #6 holding.
  • Blue Zone Wealth Advisors first reported a position in NVIDIA in Q3 2023 and has held it in 12 quarters since.
  • 1,080 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Blue Zone Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.