Delta Wealth Advisors
NVDA icon

Delta Wealth Advisors’s NVIDIA NVDA Stock Holding History

Delta 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
Q3 		$659K Hold
2,884
– – 0.45% 31
2026
Q2 		$577K Buy
2,884
+35
+1% +$7.2K 0.41% 32
2026
Q1 		$497K Sell
2,849
-316
-10% -$58K 0.38% 31
2025
Q4 		$590K Buy
3,165
+50
+2% +$9.31K 0.49% 30
2025
Q3 		$581K Hold
3,115
– – 0.45% 28
2025
Q2 		$492K Buy
3,115
+50
+2% +$6.29K 0.41% 30
2025
Q1 		$332K Hold
3,065
– – 0.3% 29
2024
Q4 		$412K Buy
3,065
+1,085
+55% +$150K 0.39% 27
2024
Q3 		$240K Buy
1,980
+159
+9% +$18.8K 0.23% 38
2024
Q2 		$225K Buy
+1,821
New +$184K 0.22% 43

Other funds holding NVDA

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Delta Wealth Advisors's NVDA Position: Q3 2026 in Review

Delta Wealth Advisors held its NVIDIA (NVDA) position steady in Q3 2026 at 2,884 shares worth $659K. The position accounts for 0.45% of the portfolio, ranked #31.

Delta Wealth Advisors first reported a position in NVDA in Q2 2024 and has held it in 10 quarters since. 5,269 funds tracked by Wall St. Rank hold NVDA as of Q3 2026.

  • Delta Wealth Advisors held 2,884 shares of NVIDIA worth $659K as of Q3 2026.
  • Delta Wealth Advisors left its NVIDIA share count unchanged in Q3 2026.
  • NVIDIA made up 0.45% of Delta Wealth Advisors's portfolio in Q3 2026, its #31 holding.
  • Delta Wealth Advisors first reported a position in NVIDIA in Q2 2024 and has held it in 10 quarters since.
  • 5,269 funds tracked by Wall St. Rank held NVIDIA as of Q3 2026.

Based on Delta Wealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.