Cascade Wealth Advisors’s NVIDIA NVDA Stock Holding History

Cascade 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	$974K	Buy	4,349 +400	+10%	+$82.2K	0.39%	35
2026 Q1	$850K	Buy	3,949 +161	+4%	+$29.5K	0.37%	33
2025 Q4	$726K	Buy	3,788 +1,825	+93%	+$340K	0.33%	35
2025 Q3	$391K	Hold	1,963	–	–	0.19%	46
2025 Q2	$359K	Buy	+1,963	New	+$247K	0.2%	43

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

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

Cascade Wealth Advisors increased its NVIDIA (NVDA) stake by 10% in Q2 2026, buying an estimated $82.2K and bringing the position to 4,349 shares worth $974K. The position accounts for 0.39% of the portfolio, ranked #35.

Cascade Wealth Advisors first reported a position in NVDA in Q2 2025 and has held it in 5 quarters since. 5,964 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

Cascade Wealth Advisors held 4,349 shares of NVIDIA worth $974K as of Q2 2026.
Cascade Wealth Advisors bought 400 NVIDIA shares in Q2 2026, an estimated $82.2K.
NVIDIA made up 0.39% of Cascade Wealth Advisors's portfolio in Q2 2026, its #35 holding.
Cascade Wealth Advisors first reported a position in NVIDIA in Q2 2025 and has held it in 5 quarters since.
5,964 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Cascade Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.