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Concurrent Investment Advisors’s NVIDIA NVDA Stock Holding History

Concurrent Investment 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 		$1M Buy
5,000
+400
+9% +$82.2K 0.01% 1009
2026
Q1 		$802K Buy
+4,600
New +$844K 0.01% 970
2025
Q4 		– Sell
-4,400
Closed -$821K – 1832
2025
Q3 		$821K Sell
4,400
-2,600
-37% -$453K 0.01% 716
2025
Q2 		$1.11M Sell
7,000
-5,000
-42% -$629K 0.02% 571
2025
Q1 		$1.3M Buy
12,000
+1,000
+9% +$127K 0.03% 472
2024
Q4 		$1.48M Buy
11,000
+4,500
+69% +$620K 0.04% 396
2024
Q3 		$789K Sell
6,500
-19,500
-75% -$2.3M 0.02% 522
2024
Q2 		$3.21M Buy
+26,000
New +$2.63M 0.11% 202

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 $3.38T AUM 44.17% 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

Concurrent Investment Advisors's NVDA Position: Q2 2026 in Review

Concurrent Investment Advisors increased its NVIDIA (NVDA) stake by 6.9% in Q2 2026, buying an estimated $19.5M and bringing the position to 1,463,389 shares worth $293M. The position accounts for 2.49% of the portfolio, ranked #3.

Concurrent Investment Advisors first reported a position in NVDA in Q4 2023 and has held it in 11 quarters since. 5,991 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Concurrent Investment Advisors held 1,463,389 shares of NVIDIA worth $293M as of Q2 2026.
  • Concurrent Investment Advisors bought 94,650 NVIDIA shares in Q2 2026, an estimated $19.5M.
  • NVIDIA made up 2.49% of Concurrent Investment Advisors's portfolio in Q2 2026, its #3 holding.
  • Concurrent Investment Advisors first reported a position in NVIDIA in Q4 2023 and has held it in 11 quarters since.
  • 5,991 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.