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Cerro Pacific Wealth Advisors’s NVIDIA NVDA Stock Holding History

Cerro Pacific 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 		$16.3M Sell
81,581
-872
-1% -$179K 3.69% 7
2026
Q1 		$14.4M Sell
82,453
-1,415
-2% -$260K 3.77% 7
2025
Q4 		$15.6M Sell
83,868
-2,469
-3% -$460K 4.22% 4
2025
Q3 		$16.1M Sell
86,337
-5,175
-6% -$902K 4.41% 3
2025
Q2 		$14.5M Buy
91,512
+595
+0.7% +$74.9K 4.02% 4
2025
Q1 		$12.2M Sell
90,917
-3,133
-3% -$397K 3.97% 3
2024
Q4 		$11.4M Sell
94,050
-976
-1% -$135K 3.78% 3
2024
Q3 		$11.7M Hold
95,026
– – 4.44% 3
2024
Q2 		$11.7M Buy
+95,026
New +$9.61M 4.49% 3
2023
Q1 		$2.79M Sell
100,350
-3,970
-4% -$85.9K 1.54% 14
2022
Q4 		$1.52M Sell
104,320
-15,190
-13% -$223K 0.81% 33
2022
Q3 		$1.45M Sell
119,510
-450
-0.4% -$7.11K 0.88% 28
2022
Q2 		$1.82M Sell
119,960
-4,510
-4% -$85.1K 1.14% 20
2022
Q1 		$3.4M Buy
124,470
+830
+0.7% +$20.8K 2.08% 11
2021
Q4 		$3.64M Buy
123,640
+10,130
+9% +$279K 2.3% 9
2021
Q3 		$2.35M Buy
113,510
+19,750
+21% +$410K 1.69% 12
2021
Q2 		$1.88M Buy
+93,760
New +$1.5M 1.39% 12
2020
Q4 		$834K Buy
+63,920
New +$856K 0.5% 64

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

Cerro Pacific Wealth Advisors's NVDA Position: Q2 2026 in Review

Cerro Pacific Wealth Advisors reduced its NVIDIA (NVDA) stake by 1.1% in Q2 2026, selling an estimated $179K and leaving 81,581 shares worth $16.3M. The position accounts for 3.69% of the portfolio, ranked #7.

Cerro Pacific Wealth Advisors first reported a position in NVDA in Q4 2020 and has held it in 18 quarters since. 5,943 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Cerro Pacific Wealth Advisors held 81,581 shares of NVIDIA worth $16.3M as of Q2 2026.
  • Cerro Pacific Wealth Advisors sold 872 NVIDIA shares in Q2 2026, an estimated $179K.
  • NVIDIA made up 3.69% of Cerro Pacific Wealth Advisors's portfolio in Q2 2026, its #7 holding.
  • Cerro Pacific Wealth Advisors first reported a position in NVIDIA in Q4 2020 and has held it in 18 quarters since.
  • 5,943 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Cerro Pacific Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.