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Centerpoint Advisory Group’s NVIDIA NVDA Stock Holding History

Centerpoint Advisory Group’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 		$7.69M Sell
38,423
-188
-0.5% -$38.7K 4.87% 2
2026
Q1 		$6.73M Buy
38,611
+359
+0.9% +$65.9K 5.07% 2
2025
Q4 		$7.13M Sell
38,252
-3,545
-8% -$660K 5.5% 2
2025
Q3 		$7.8M Sell
41,797
-327
-0.8% -$57K 6.07% 1
2025
Q2 		$6.66M Buy
42,124
+2,726
+7% +$343K 5.77% 1
2025
Q1 		$4.27M Buy
39,398
+943
+2% +$120K 4.2% 4
2024
Q4 		$5.16M Buy
+38,455
New +$5.3M 4.99% 4

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

Centerpoint Advisory Group's NVDA Position: Q2 2026 in Review

Centerpoint Advisory Group reduced its NVIDIA (NVDA) stake by 0.49% in Q2 2026, selling an estimated $38.7K and leaving 38,423 shares worth $7.69M. The position accounts for 4.87% of the portfolio, ranked #2.

Centerpoint Advisory Group first reported a position in NVDA in Q4 2024 and has held it in 7 quarters since. The position peaked at $7.8M in Q3 2025. 5,955 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Centerpoint Advisory Group held 38,423 shares of NVIDIA worth $7.69M as of Q2 2026.
  • Centerpoint Advisory Group sold 188 NVIDIA shares in Q2 2026, an estimated $38.7K.
  • NVIDIA made up 4.87% of Centerpoint Advisory Group's portfolio in Q2 2026, its #2 holding.
  • Centerpoint Advisory Group first reported a position in NVIDIA in Q4 2024 and has held it in 7 quarters since.
  • Centerpoint Advisory Group's NVIDIA position peaked at $7.8M in Q3 2025.
  • 5,955 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Centerpoint Advisory Group's 13F filing for Q2 2026, filed 29 Jul 2026.