Clearstead Advisors’s NVIDIA NVDA Stock Holding History
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 | Buy |
118,060
+12,890
| +12% | +$597K | 0.31% | 66 |
|
|
2023
Q3 | $4.57M | Sell |
105,170
-9,990
| -9% | -$448K | 0.28% | 77 |
|
|
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
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. 5,991 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.
- 5,991 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.