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FOCUS Wealth Advisors’s NVIDIA NVDA Stock Holding History

FOCUS 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 		$4.48M Sell
22,399
-1,359
-6% -$279K 2.08% 17
2026
Q1 		$4.14M Sell
23,758
-629
-3% -$115K 2.02% 16
2025
Q4 		$4.55M Buy
24,387
+6
+0% +$1.12K 2.12% 16
2025
Q3 		$4.55M Buy
24,381
+7
+0% +$1.22K 2.19% 15
2025
Q2 		$3.85M Buy
24,374
+418
+2% +$52.6K 2% 17
2025
Q1 		$2.6M Buy
23,956
+2,286
+11% +$290K 1.44% 20
2024
Q4 		$2.91M Buy
21,670
+11,390
+111% +$1.57M 1.54% 19
2024
Q3 		$1.25M Buy
10,280
+210
+2% +$24.8K 0.62% 35
2024
Q2 		$1.24M Buy
10,070
+1,060
+12% +$107K 0.64% 35
2024
Q1 		$814K Hold
9,010
– – 0.44% 40
2023
Q4 		$446K Hold
9,010
– – 0.28% 45
2023
Q3 		$392K Hold
9,010
– – 0.27% 49
2023
Q2 		$381K Hold
9,010
– – 0.26% 46
2023
Q1 		$250K Buy
+9,010
New +$195K 0.16% 54

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

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

FOCUS Wealth Advisors reduced its NVIDIA (NVDA) stake by 5.7% in Q2 2026, selling an estimated $279K and leaving 22,399 shares worth $4.48M. The position accounts for 2.08% of the portfolio, ranked #17.

FOCUS Wealth Advisors first reported a position in NVDA in Q1 2023 and has held it in 14 quarters since. The position peaked at $4.55M in Q3 2025. 5,955 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • FOCUS Wealth Advisors held 22,399 shares of NVIDIA worth $4.48M as of Q2 2026.
  • FOCUS Wealth Advisors sold 1,359 NVIDIA shares in Q2 2026, an estimated $279K.
  • NVIDIA made up 2.08% of FOCUS Wealth Advisors's portfolio in Q2 2026, its #17 holding.
  • FOCUS Wealth Advisors first reported a position in NVIDIA in Q1 2023 and has held it in 14 quarters since.
  • FOCUS Wealth Advisors's NVIDIA position peaked at $4.55M in Q3 2025.
  • 5,955 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on FOCUS Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.