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Elevate Wealth Advisory’s NVIDIA NVDA Stock Holding History

Elevate 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 		$812K Buy
4,060
+747
+23% +$154K 0.46% 34
2026
Q1 		$578K Buy
3,313
+329
+11% +$60.4K 0.36% 43
2025
Q4 		$556K Buy
2,984
+296
+11% +$55.1K 0.38% 41
2025
Q3 		$501K Sell
2,688
-41
-2% -$7.15K 0.36% 43
2025
Q2 		$431K Sell
2,729
-1,888
-41% -$238K 0.31% 47
2025
Q1 		$500K Buy
4,617
+77
+2% +$9.76K 0.35% 47
2024
Q4 		$610K Buy
4,540
+302
+7% +$41.6K 0.46% 39
2024
Q3 		$515K Buy
4,238
+27
+0.6% +$3.19K 0.38% 41
2024
Q2 		$520K Buy
4,211
+191
+5% +$19.3K 0.42% 36
2024
Q1 		$364K Buy
+4,020
New +$291K 0.32% 40

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

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

Elevate Wealth Advisory increased its NVIDIA (NVDA) stake by 23% in Q2 2026, buying an estimated $154K and bringing the position to 4,060 shares worth $812K. The position accounts for 0.46% of the portfolio, ranked #34.

Elevate Wealth Advisory first reported a position in NVDA in Q1 2024 and has held it in 10 quarters since. 5,968 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Elevate Wealth Advisory held 4,060 shares of NVIDIA worth $812K as of Q2 2026.
  • Elevate Wealth Advisory bought 747 NVIDIA shares in Q2 2026, an estimated $154K.
  • NVIDIA made up 0.46% of Elevate Wealth Advisory's portfolio in Q2 2026, its #34 holding.
  • Elevate Wealth Advisory first reported a position in NVIDIA in Q1 2024 and has held it in 10 quarters since.
  • 5,968 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Elevate Wealth Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.