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Elwood & Goetz Wealth Advisory Group’s NVIDIA NVDA Stock Holding History

Elwood & Goetz Wealth Advisory Group’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 		$3.16M Buy
15,800
+1,867
+13% +$384K 0.47% 27
2026
Q1 		$2.43M Buy
13,933
+1,036
+8% +$190K 0.41% 28
2025
Q4 		$2.41M Buy
12,897
+1,999
+18% +$372K 0.42% 28
2025
Q3 		$2.03M Buy
10,898
+4,723
+76% +$823K 0.39% 27
2025
Q2 		$976K Buy
6,175
+1,457
+31% +$183K 0.21% 37
2025
Q1 		$511K Buy
4,718
+1,716
+57% +$217K 0.12% 48
2024
Q4 		$403K Buy
3,002
+30
+1% +$4.13K 0.1% 62
2024
Q3 		$361K Buy
2,972
+406
+16% +$48K 0.09% 67
2024
Q2 		$317K Buy
2,566
+26
+1% +$2.63K 0.09% 56
2024
Q1 		$230K Buy
+2,540
New +$184K 0.06% 80

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

Elwood & Goetz Wealth Advisory Group's NVDA Position: Q2 2026 in Review

Elwood & Goetz Wealth Advisory Group increased its NVIDIA (NVDA) stake by 13% in Q2 2026, buying an estimated $384K and bringing the position to 15,800 shares worth $3.16M. The position accounts for 0.47% of the portfolio, ranked #27.

Elwood & Goetz Wealth Advisory Group first reported a position in NVDA in Q1 2024 and has held it in 10 quarters since. 5,943 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Elwood & Goetz Wealth Advisory Group held 15,800 shares of NVIDIA worth $3.16M as of Q2 2026.
  • Elwood & Goetz Wealth Advisory Group bought 1,867 NVIDIA shares in Q2 2026, an estimated $384K.
  • NVIDIA made up 0.47% of Elwood & Goetz Wealth Advisory Group's portfolio in Q2 2026, its #27 holding.
  • Elwood & Goetz Wealth Advisory Group first reported a position in NVIDIA in Q1 2024 and has held it in 10 quarters since.
  • 5,943 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Elwood & Goetz Wealth Advisory Group's 13F filing for Q2 2026, filed 13 Aug 2026.