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Clearstead Advisors’s NVIDIA NVDA Stock Holding History

Clearstead 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 		$129M Buy
+643,264
New +$132M 1.21% 16
2026
Q1 		– Sell
-542,123
Closed -$99.5M – 2663
2025
Q4 		$101M Buy
542,123
+34,358
+7% +$6.4M 1.27% 13
2025
Q3 		$94.7M Buy
507,765
+4,727
+0.9% +$824K 1.24% 13
2025
Q2 		$79.5M Buy
503,038
+17,195
+4% +$2.16M 1.12% 17
2025
Q1 		$52.7M Sell
485,843
-7,507
-2% -$951K 0.82% 28
2024
Q4 		$66.3M Sell
493,350
-17,582
-3% -$2.42M 1.01% 19
2024
Q3 		$62M Sell
510,932
-2,579
-0.5% -$305K 0.96% 17
2024
Q2 		$63.4M Buy
513,511
+383,921
+296% +$38.8M 1.08% 15
2024
Q1 		$11.7M Buy
129,590
+11,530
+10% +$836K 0.58% 37
2023
Q4 		$5.85M Sell
118,060
-101,500
-46% -$4.7M 0.31% 66
2023
Q3 		$9.55M Buy
219,560
+104,400
+91% +$4.68M 0.28% 75
2023
Q2 		$4.87M Buy
115,160
+8,910
+8% +$296K 0.3% 69
2023
Q1 		$2.95M Buy
106,250
+10,160
+11% +$220K 0.21% 93
2022
Q4 		$1.4M Buy
96,090
+4,700
+5% +$68.9K 0.11% 145
2022
Q3 		$1.11M Buy
91,390
+4,740
+5% +$74.9K 0.1% 150
2022
Q2 		$1.31M Buy
86,650
+11,710
+16% +$221K 0.1% 150
2022
Q1 		$2.04M Buy
74,940
+4,020
+6% +$101K 0.14% 127
2021
Q4 		$2.09M Sell
70,920
-80,150
-53% -$2.21M 0.14% 121
2021
Q3 		$3.13M Sell
151,070
-11,330
-7% -$235K 0.23% 87
2021
Q2 		$3.25M Sell
162,400
-640
-0.4% -$10.3K 0.25% 83
2021
Q1 		$2.18M Buy
163,040
+10,960
+7% +$147K 0.18% 102
2020
Q4 		$1.99M Hold
152,080
– – 0.18% 101
2020
Q3 		$2.06M Buy
152,080
+37,840
+33% +$440K 0.22% 87
2020
Q2 		$1.08M Buy
114,240
+6,280
+6% +$50.8K 0.13% 125
2020
Q1 		$711K Buy
107,960
+14,040
+15% +$88.6K 0.1% 135
2019
Q4 		$553K Buy
93,920
+2,000
+2% +$10.4K 0.07% 168
2019
Q3 		$400K Sell
91,920
-53,400
-37% -$225K 0.05% 189
2019
Q2 		$596K Buy
145,320
+91,920
+172% +$381K 0.08% 156
2019
Q1 		$240K Buy
+53,400
New +$207K 0.03% 236

Other funds holding NVDA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Clearstead Advisors's NVDA Position: Q2 2026 in Review

Clearstead Advisors opened a new position in NVIDIA (NVDA) in Q2 2026: 643,264 shares worth $129M. The stake represents 1.21% of the portfolio and ranks #16 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in NVDA as recently as Q4 2025.

Clearstead Advisors first reported a position in NVDA in Q1 2019 and has held it in 29 quarters since. 3,905 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Clearstead Advisors held 643,264 shares of NVIDIA worth $129M as of Q2 2026.
  • NVIDIA was a new Clearstead Advisors position in Q2 2026.
  • NVIDIA made up 1.21% of Clearstead Advisors's portfolio in Q2 2026, its #16 holding.
  • Clearstead Advisors first reported a position in NVIDIA in Q1 2019 and has held it in 29 quarters since.
  • 3,905 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.