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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 		– Hold
0
– – – 551
2026
Q1 		– Hold
0
– – – 563
2025
Q4 		– Hold
0
– – – 497
2024
Q1 		– Hold
0
– -$743K – 1608
2023
Q4 		– Hold
0
– – – 261

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

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. 5,962 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.
  • 5,962 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.