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Boulder Wealth Advisors’s NVIDIA NVDA Stock Holding History

Boulder 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 		$554K Sell
2,768
-358
-11% -$73.6K 0.2% 24
2026
Q1 		$545K Sell
3,126
-317
-9% -$58.2K 0.22% 20
2025
Q4 		$642K Sell
3,443
-303
-8% -$56.4K 0.27% 21
2025
Q3 		$699K Buy
+3,746
New +$653K 0.33% 18
2025
Q1 		$688K Buy
6,351
+273
+4% +$34.6K 0.4% 15
2024
Q4 		$816K Buy
6,078
+473
+8% +$65.2K 0.42% 16
2024
Q3 		$681K Sell
5,605
-765
-12% -$90.4K 0.37% 17
2024
Q2 		$787K Buy
6,370
+380
+6% +$38.4K 0.46% 15
2024
Q1 		$541K Buy
+5,990
New +$434K 0.34% 16
2022
Q4 		$50K Buy
+3,400
New +$49.9K 0.04% 33

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

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

Boulder Wealth Advisors reduced its NVIDIA (NVDA) stake by 11% in Q2 2026, selling an estimated $73.6K and leaving 2,768 shares worth $554K. The position accounts for 0.2% of the portfolio, ranked #24.

Boulder Wealth Advisors first reported a position in NVDA in Q4 2022 and has held it in 10 quarters since. The position peaked at $816K in Q4 2024. 5,979 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Boulder Wealth Advisors held 2,768 shares of NVIDIA worth $554K as of Q2 2026.
  • Boulder Wealth Advisors sold 358 NVIDIA shares in Q2 2026, an estimated $73.6K.
  • NVIDIA made up 0.2% of Boulder Wealth Advisors's portfolio in Q2 2026, its #24 holding.
  • Boulder Wealth Advisors first reported a position in NVIDIA in Q4 2022 and has held it in 10 quarters since.
  • Boulder Wealth Advisors's NVIDIA position peaked at $816K in Q4 2024.
  • 5,979 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Boulder Wealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.