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Breakthru Advisory Services’s NVIDIA NVDA Stock Holding History

Breakthru Advisory Services’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 		– Sell
-17,776
Closed -$3.1M – 47
2026
Q1 		$3.1M Sell
17,776
-1,117
-6% -$205K 4.97% 5
2025
Q4 		$3.52M Buy
18,893
+572
+3% +$106K 2.25% 12
2025
Q3 		$3.42M Buy
+18,321
New +$3.19M 2.25% 11
2025
Q1 		– Sell
-15,799
Closed -$2.12M – 41
2024
Q4 		$2.12M Buy
+15,799
New +$2.18M 1.92% 15

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

Breakthru Advisory Services's NVDA Position: Q2 2026 in Review

Breakthru Advisory Services sold out of NVIDIA (NVDA) in Q2 2026, closing a stake of 17,776 shares — an estimated $3.1M sold.

Breakthru Advisory Services first reported a position in NVDA in Q4 2024 and held it in 4 quarters. The position peaked at $3.52M in Q4 2025. 5,961 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Breakthru Advisory Services reported no remaining NVIDIA position as of Q2 2026 after selling out during the quarter.
  • Breakthru Advisory Services sold 17,776 NVIDIA shares in Q2 2026, an estimated $3.1M.
  • Breakthru Advisory Services first reported a position in NVIDIA in Q4 2024 and held it in 4 quarters.
  • Breakthru Advisory Services's NVIDIA position peaked at $3.52M in Q4 2025.
  • 5,961 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Breakthru Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.