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Chokshi & Queen Wealth Advisors’s NVIDIA NVDA Stock Holding History

Chokshi & Queen 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 		$11.6M Sell
58,150
-1,362
-2% -$280K 5.39% 4
2026
Q1 		$10.4M Sell
59,512
-901
-1% -$165K 5.55% 5
2025
Q4 		$11.3M Buy
60,413
+8,565
+17% +$1.59M 5.89% 4
2025
Q3 		$9.67M Sell
51,848
-14,035
-21% -$2.45M 5.12% 5
2025
Q2 		$10.4M Sell
65,883
-16,773
-20% -$2.11M 5.96% 5
2025
Q1 		$8.96M Sell
82,656
-908
-1% -$115K 5.46% 6
2024
Q4 		$11.2M Buy
+83,564
New +$11.5M 6.96% 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

Chokshi & Queen Wealth Advisors's NVDA Position: Q2 2026 in Review

Chokshi & Queen Wealth Advisors reduced its NVIDIA (NVDA) stake by 2.3% in Q2 2026, selling an estimated $280K and leaving 58,150 shares worth $11.6M. The position accounts for 5.39% of the portfolio, ranked #4.

Chokshi & Queen Wealth Advisors first reported a position in NVDA in Q4 2024 and has held it in 7 quarters since. 5,968 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Chokshi & Queen Wealth Advisors held 58,150 shares of NVIDIA worth $11.6M as of Q2 2026.
  • Chokshi & Queen Wealth Advisors sold 1,362 NVIDIA shares in Q2 2026, an estimated $280K.
  • NVIDIA made up 5.39% of Chokshi & Queen Wealth Advisors's portfolio in Q2 2026, its #4 holding.
  • Chokshi & Queen Wealth Advisors first reported a position in NVIDIA in Q4 2024 and has held it in 7 quarters since.
  • 5,968 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Chokshi & Queen Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.