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Consilio Wealth Advisors’s NVIDIA NVDA Stock Holding History

Consilio 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 		$6.25M Buy
31,249
+526
+2% +$108K 1.5% 15
2026
Q1 		$5.36M Buy
30,723
+370
+1% +$67.9K 1.57% 16
2025
Q4 		$5.66M Sell
30,353
-586
-2% -$109K 1.66% 12
2025
Q3 		$5.77M Buy
30,939
+835
+3% +$146K 1.9% 10
2025
Q2 		$4.75M Buy
30,104
+1,647
+6% +$207K 1.69% 11
2025
Q1 		$3.08M Buy
28,457
+261
+0.9% +$33.1K 1.29% 16
2024
Q4 		$3.79M Buy
28,196
+591
+2% +$81.5K 1.55% 14
2024
Q3 		$3.35M Buy
27,605
+3,162
+13% +$374K 1.38% 17
2024
Q2 		$3.02M Buy
24,443
+833
+4% +$84.2K 1.35% 16
2024
Q1 		$2.13M Buy
23,610
+1,670
+8% +$121K 1% 18
2023
Q4 		$1.09M Buy
21,940
+5,330
+32% +$247K 0.55% 24
2023
Q3 		$723K Buy
16,610
+370
+2% +$16.6K 0.42% 28
2023
Q2 		$687K Buy
16,240
+640
+4% +$21.2K 0.38% 29
2023
Q1 		$433K Sell
15,600
-200
-1% -$4.33K 0.25% 39
2022
Q4 		$231K Buy
+15,800
New +$232K 0.15% 42

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

Consilio Wealth Advisors's NVDA Position: Q2 2026 in Review

Consilio Wealth Advisors increased its NVIDIA (NVDA) stake by 1.7% in Q2 2026, buying an estimated $108K and bringing the position to 31,249 shares worth $6.25M. The position accounts for 1.5% of the portfolio, ranked #15.

Consilio Wealth Advisors first reported a position in NVDA in Q4 2022 and has held it in 15 quarters since. 5,943 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Consilio Wealth Advisors held 31,249 shares of NVIDIA worth $6.25M as of Q2 2026.
  • Consilio Wealth Advisors bought 526 NVIDIA shares in Q2 2026, an estimated $108K.
  • NVIDIA made up 1.5% of Consilio Wealth Advisors's portfolio in Q2 2026, its #15 holding.
  • Consilio Wealth Advisors first reported a position in NVIDIA in Q4 2022 and has held it in 15 quarters since.
  • 5,943 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Consilio Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.