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Consilium Wealth Advisory’s NVIDIA NVDA Stock Holding History

Consilium Wealth Advisory’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 		$14M Sell
70,213
-3,004
-4% -$618K 4.17% 5
2026
Q1 		$12.8M Buy
73,217
+5,062
+7% +$929K 4.36% 5
2025
Q4 		$12.7M Sell
68,155
-232
-0.3% -$43.2K 4.69% 6
2025
Q3 		$12.8M Sell
68,387
-3,721
-5% -$649K 4.92% 6
2025
Q2 		$11.4M Buy
72,108
+4,348
+6% +$547K 4.81% 6
2025
Q1 		$7.34M Sell
67,760
-19,652
-22% -$2.49M 3.68% 7
2024
Q4 		$11.7M Buy
87,412
+74
+0.1% +$10.2K 5.6% 5
2024
Q3 		$10.6M Buy
87,338
+2,414
+3% +$285K 5.79% 4
2024
Q2 		$10.5M Sell
84,924
-6,446
-7% -$652K 5.73% 4
2024
Q1 		$8.26M Sell
91,370
-1,520
-2% -$110K 4.64% 5
2023
Q4 		$4.6M Buy
92,890
+800
+0.9% +$37.1K 2.77% 11
2023
Q3 		$4.01M Sell
92,090
-9,280
-9% -$416K 2.81% 11
2023
Q2 		$4.29M Buy
101,370
+13,830
+16% +$459K 2.97% 10
2023
Q1 		$2.43M Sell
87,540
-340
-0.4% -$7.36K 2.07% 13
2022
Q4 		$1.28M Sell
87,880
-17,740
-17% -$260K 1.1% 21
2022
Q3 		$1.28M Sell
105,620
-5,890
-5% -$93.1K 1.43% 17
2022
Q2 		$1.69M Buy
111,510
+5,780
+5% +$109K 1.82% 16
2022
Q1 		$2.88M Buy
105,730
+26,400
+33% +$662K 2.07% 13
2021
Q4 		$2.33M Buy
+79,330
New +$2.18M 1.51% 15

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

Consilium Wealth Advisory's NVDA Position: Q2 2026 in Review

Consilium Wealth Advisory reduced its NVIDIA (NVDA) stake by 4.1% in Q2 2026, selling an estimated $618K and leaving 70,213 shares worth $14M. The position accounts for 4.17% of the portfolio, ranked #5.

Consilium Wealth Advisory first reported a position in NVDA in Q4 2021 and has held it in 19 quarters since. 5,980 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Consilium Wealth Advisory held 70,213 shares of NVIDIA worth $14M as of Q2 2026.
  • Consilium Wealth Advisory sold 3,004 NVIDIA shares in Q2 2026, an estimated $618K.
  • NVIDIA made up 4.17% of Consilium Wealth Advisory's portfolio in Q2 2026, its #5 holding.
  • Consilium Wealth Advisory first reported a position in NVIDIA in Q4 2021 and has held it in 19 quarters since.
  • 5,980 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Consilium Wealth Advisory's 13F filing for Q2 2026, filed 11 Aug 2026.