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CLA (CliftonLarsonAllen) Wealth Advisors’s NVIDIA NVDA Stock Holding History

CLA (CliftonLarsonAllen) 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 		$22.5M Buy
112,309
+43,237
+63% +$8.89M 0.3% 45
2026
Q1 		$12M Buy
69,072
+3,769
+6% +$691K 0.18% 55
2025
Q4 		$12.2M Sell
65,303
-3,808
-6% -$709K 0.18% 60
2025
Q3 		$12.9M Buy
69,111
+6,233
+10% +$1.09M 0.2% 57
2025
Q2 		$9.93M Sell
62,878
-15,024
-19% -$1.89M 0.17% 63
2025
Q1 		$8.44M Buy
77,902
+7,439
+11% +$943K 0.16% 64
2024
Q4 		$9.46M Buy
70,463
+6,103
+9% +$841K 0.18% 57
2024
Q3 		$7.82M Buy
64,360
+1,713
+3% +$202K 0.18% 60
2024
Q2 		$7.74M Buy
+62,647
New +$6.33M 0.17% 59
2021
Q4 		– Sell
-45,760
Closed -$948K – 257
2021
Q3 		$948K Buy
45,760
+760
+2% +$15.8K 0.04% 152
2021
Q2 		$900K Buy
+45,000
New +$721K 0.04% 161

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

CLA (CliftonLarsonAllen) Wealth Advisors's NVDA Position: Q2 2026 in Review

CLA (CliftonLarsonAllen) Wealth Advisors increased its NVIDIA (NVDA) stake by 63% in Q2 2026, buying an estimated $8.89M and bringing the position to 112,309 shares worth $22.5M. The position accounts for 0.3% of the portfolio, ranked #45.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in NVDA in Q2 2021 and has held it in 11 quarters since. 5,955 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • CLA (CliftonLarsonAllen) Wealth Advisors held 112,309 shares of NVIDIA worth $22.5M as of Q2 2026.
  • CLA (CliftonLarsonAllen) Wealth Advisors bought 43,237 NVIDIA shares in Q2 2026, an estimated $8.89M.
  • NVIDIA made up 0.3% of CLA (CliftonLarsonAllen) Wealth Advisors's portfolio in Q2 2026, its #45 holding.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in NVIDIA in Q2 2021 and has held it in 11 quarters since.
  • 5,955 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.