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BlueSky Wealth Advisors’s NVIDIA NVDA Stock Holding History

BlueSky 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 		$7.94M Sell
39,706
-35,042
-47% -$7.2M 0.92% 27
2026
Q1 		$13M Buy
74,748
+35,776
+92% +$6.56M 1.68% 21
2025
Q4 		$7.27M Sell
38,972
-43,455
-53% -$8.09M 0.96% 22
2025
Q3 		$15.4M Buy
82,427
+43,705
+113% +$7.62M 2.07% 14
2025
Q2 		$6.12M Sell
38,722
-14,817
-28% -$1.86M 0.89% 22
2025
Q1 		$5.8M Buy
53,539
+252
+0.5% +$31.9K 0.9% 23
2024
Q4 		$7.16M Buy
53,287
+180
+0.3% +$24.8K 1.12% 21
2024
Q3 		$6.45M Hold
53,107
– – 1% 21
2024
Q2 		$6.56M Buy
+53,107
New +$5.37M 1.1% 21
2024
Q1 		– Sell
-53,920
Closed -$2.67M – 44
2023
Q4 		$2.67M Buy
53,920
+960
+2% +$44.5K 0.5% 29
2023
Q3 		$2.3M Sell
52,960
-2,080
-4% -$93.2K 0.47% 28
2023
Q2 		$2.33M Sell
55,040
-410
-0.7% -$13.6K 0.47% 28
2023
Q1 		$1.54M Hold
55,450
– – 0.32% 34
2022
Q4 		$810K Buy
55,450
+440
+0.8% +$6.45K 0.18% 37
2022
Q3 		$668K Buy
55,010
+3,120
+6% +$49.3K 0.16% 37
2022
Q2 		$787K Hold
51,890
– – 0.17% 37
2022
Q1 		$1.42M Buy
51,890
+290
+0.6% +$7.27K 0.28% 36
2021
Q4 		$1.52M Hold
51,600
– – 0.28% 31
2021
Q3 		$1.07M Buy
51,600
+2,120
+4% +$44K 0.21% 31
2021
Q2 		$992K Buy
+49,480
New +$793K 0.19% 32

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

BlueSky Wealth Advisors's NVDA Position: Q2 2026 in Review

BlueSky Wealth Advisors reduced its NVIDIA (NVDA) stake by 47% in Q2 2026, selling an estimated $7.2M and leaving 39,706 shares worth $7.94M. The position accounts for 0.92% of the portfolio, ranked #27.

BlueSky Wealth Advisors first reported a position in NVDA in Q2 2021 and has held it in 20 quarters since. The position peaked at $15.4M in Q3 2025. 5,955 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • BlueSky Wealth Advisors held 39,706 shares of NVIDIA worth $7.94M as of Q2 2026.
  • BlueSky Wealth Advisors sold 35,042 NVIDIA shares in Q2 2026, an estimated $7.2M.
  • NVIDIA made up 0.92% of BlueSky Wealth Advisors's portfolio in Q2 2026, its #27 holding.
  • BlueSky Wealth Advisors first reported a position in NVIDIA in Q2 2021 and has held it in 20 quarters since.
  • BlueSky Wealth Advisors's NVIDIA position peaked at $15.4M in Q3 2025.
  • 5,955 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on BlueSky Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.