Encompass Wealth Advisors’s NVIDIA NVDA Stock Holding History

Encompass 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	$2.72M	Sell	13,593 -3,450	-20%	-$709K	0.83%	25
2026 Q1	$2.97M	Sell	17,043 -23	-0.1%	-$4.22K	1.03%	24
2025 Q4	$3.18M	Buy	17,066 +2,881	+20%	+$536K	1.08%	22
2025 Q3	$2.65M	Buy	14,185 +342	+2%	+$59.6K	0.9%	24
2025 Q2	$2.19M	Buy	13,843 +1,358	+11%	+$171K	0.8%	26
2025 Q1	$1.35M	Buy	12,485 +182	+1%	+$23.1K	0.55%	31
2024 Q4	$1.65M	Sell	12,303 -7,002	-36%	-$965K	0.67%	28
2024 Q3	$2.34M	Sell	19,305 -501	-3%	-$59.2K	0.59%	34
2024 Q2	$2.45M	Buy	19,806 +7,196	+57%	+$728K	0.65%	28
2024 Q1	$1.14M	Buy	12,610 +3,380	+37%	+$245K	0.3%	73
2023 Q4	$457K	Buy	9,230 +1,000	+12%	+$46.3K	0.14%	134
2023 Q3	$358K	Buy	+8,230	New	+$369K	0.12%	145

Other funds holding NVDA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Encompass Wealth Advisors reduced its NVIDIA (NVDA) stake by 20% in Q2 2026, selling an estimated $709K and leaving 13,593 shares worth $2.72M. The position accounts for 0.83% of the portfolio, ranked #25.

Encompass Wealth Advisors first reported a position in NVDA in Q3 2023 and has held it in 12 quarters since. The position peaked at $3.18M in Q4 2025. 5,962 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

Encompass Wealth Advisors held 13,593 shares of NVIDIA worth $2.72M as of Q2 2026.
Encompass Wealth Advisors sold 3,450 NVIDIA shares in Q2 2026, an estimated $709K.
NVIDIA made up 0.83% of Encompass Wealth Advisors's portfolio in Q2 2026, its #25 holding.
Encompass Wealth Advisors first reported a position in NVIDIA in Q3 2023 and has held it in 12 quarters since.
Encompass Wealth Advisors's NVIDIA position peaked at $3.18M in Q4 2025.
5,962 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Encompass Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.